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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 | $222,360 | $157,276+41.4% | $141,177+57.5% | $152,885+45.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 21.06% | 64.33%-43.3pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,035 | $7,110+13.0% | $6,710+19.7% | $5,851+37.3% |
| Admin fee / account holder | $9,536 | $12,123-21.3% | $10,263-7.1% | $11,598-17.8% |