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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 | $241,873 | $156,398+54.7% | $147,318+64.2% | $138,895+74.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 22.42% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,893 | $8,237+68.7% | $7,906+75.7% | $6,396+117.2% |
| Admin fee / account holder | $1,565 | $14,976-89.5% | $13,708-88.6% | $12,562-87.5% |