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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 | $198,693 | $124,314+59.8% | $109,163+82.0% | $167,518+18.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 16.54% | 26.04%-9.5pp | 25.75%-9.2pp | 478.71%-462.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,424 | $5,256+22.2% | $4,654+38.0% | $6,342+1.3% |
| Admin fee / account holder | $1,441 | $7,973-81.9% | $6,754-78.7% | $12,312-88.3% |