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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 | $139,948+20.8% | $121,663+39.0% | $154,746+9.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 11.53% | 230.52%-219.0pp | 147.54%-136.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,864 | $5,629-31.3% | $4,887-20.9% | $6,730-42.6% |
| Admin fee / account holder | $68,281 | $17,321+294.2% | $14,289+377.9% | $14,365+375.3% |