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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 | $225,553 | $165,399+36.4% | $149,745+50.6% | $158,982+41.9% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 18.27% | 348.34%-330.1pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,275 | $7,183+15.2% | $6,843+20.9% | $5,983+38.3% |
| Admin fee / account holder | $5,750 | $10,811-46.8% | $9,312-38.3% | $11,252-48.9% |