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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 | $165,584+39.8% | $142,942+62.0% | $137,256+68.7% |
| Participation rate | 70.6% | 80.1%-9.5pp | 76.8%-6.2pp | 80.0%-9.4pp |
| Annual return | 13.59% | 164.22%-150.6pp | 113.70%-100.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,165 | $8,194-0.4% | $7,128+14.5% | $6,407+27.4% |
| Admin fee / account holder | $6,942 | $16,167-57.1% | $12,475-44.4% | $12,270-43.4% |