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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 | $231,497 | $171,930+34.6% | $151,266+53.0% | $154,746+49.6% |
| Participation rate | 70.6% | 80.5%-10.0pp | 77.0%-6.4pp | 80.7%-10.1pp |
| Annual return | 13.59% | 242.03%-228.4pp | 180.60%-167.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,165 | $8,191-0.3% | $7,337+11.3% | $6,730+21.3% |
| Admin fee / account holder | $6,942 | $15,803-56.1% | $13,159-47.3% | $14,365-51.7% |