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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 | $197,622 | $154,228+28.1% | $145,433+35.9% | $137,256+44.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,472 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $18,558 | $14,344+29.4% | $13,129+41.4% | $12,270+51.2% |