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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 | $98,104 | $157,304-37.6% | $141,197-30.5% | $152,909-35.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 25.55% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,006 | $7,111-1.5% | $6,710+4.4% | $5,851+19.7% |
| Admin fee / account holder | $20,318 | $12,126+67.6% | $10,265+97.9% | $11,601+75.1% |