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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 | $106,104 | $105,158+0.9% | $94,672+12.1% | $139,487-23.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 17.10% | 38.11%-21.0pp | 156.89%-139.8pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,286 | $7,599-30.4% | $7,417-28.7% | $6,713-21.3% |
| Admin fee / account holder | $1,070 | $8,972-88.1% | $7,222-85.2% | $11,407-90.6% |