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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,123 | $157,296+4.3% | $141,191+16.2% | $152,897+7.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.42% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,375 | $7,111+88.1% | $6,710+99.3% | $5,851+128.6% |
| Admin fee / account holder | $765 | $12,125-93.7% | $10,264-92.5% | $11,599-93.4% |