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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 | $238,706 | $162,136+47.2% | $152,301+56.7% | $154,746+54.3% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 17.37% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,605 | $8,341+75.1% | $8,004+82.5% | $6,730+117.0% |
| Admin fee / account holder | $18,455 | $15,759+17.1% | $14,398+28.2% | $14,365+28.5% |