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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 | $167,001 | $148,629+12.4% | $135,982+22.8% | $139,487+19.7% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 14.70% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,026 | $8,102+36.1% | $7,760+42.1% | $6,713+64.3% |
| Admin fee / account holder | $6,947 | $12,406-44.0% | $10,767-35.5% | $11,407-39.1% |