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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 | $169,830 | $148,629+14.3% | $135,982+24.9% | $139,487+21.8% |
| Participation rate | 82.6% | 83.9%-1.3pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 14.39% | 79.33%-64.9pp | 68.32%-53.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,300 | $8,102-46.9% | $7,760-44.6% | $6,713-35.9% |
| Admin fee / account holder | $550 | $12,406-95.6% | $10,767-94.9% | $11,407-95.2% |