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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 | $187,257 | $114,119+64.1% | $107,187+74.7% | $138,895+34.8% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.5pp | 79.9%+9.6pp |
| Annual return | 12.54% | 273.21%-260.7pp | 204.55%-192.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,878 | $5,538+96.4% | $5,096+113.5% | $6,396+70.1% |
| Admin fee / account holder | $6,310 | $10,024-37.0% | $9,162-31.1% | $12,562-49.8% |