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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 | $235,666 | $165,399+42.5% | $149,745+57.4% | $158,982+48.2% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 8.16% | 348.34%-340.2pp | 276.72%-268.6pp | 302.99%-294.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,091 | $7,183+82.3% | $6,843+91.3% | $5,983+118.8% |
| Admin fee / account holder | $4,158 | $10,811-61.5% | $9,312-55.4% | $11,252-63.0% |