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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 | $180,317 | $148,623+21.3% | $135,974+32.6% | $139,466+29.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.81% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,844 | $8,103-27.9% | $7,760-24.7% | $6,712-12.9% |
| Admin fee / account holder | $6,811 | $12,406-45.1% | $10,767-36.7% | $11,409-40.3% |