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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 | $219,295 | $183,516+19.5% | $155,534+41.0% | $145,884+50.3% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 11.94% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,851 | $6,467+114.2% | $5,630+146.0% | $6,690+107.1% |
| Admin fee / account holder | $4,306 | $19,293-77.7% | $15,900-72.9% | $13,392-67.8% |