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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 | $169,060 | $132,634+27.5% | $115,768+46.0% | $137,256+23.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 11.53% | 160.70%-149.2pp | 100.46%-88.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,864 | $5,619-31.2% | $4,917-21.4% | $6,407-39.7% |
| Admin fee / account holder | $68,281 | $15,028+354.4% | $12,439+448.9% | $12,270+456.5% |