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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 | $202,247 | $165,399+22.3% | $149,745+35.1% | $158,982+27.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.88% | 348.34%-335.5pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,091 | $7,183+124.0% | $6,843+135.1% | $5,983+168.9% |
| Admin fee / account holder | $48,888 | $10,811+352.2% | $9,312+425.0% | $11,252+334.5% |