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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 | $157,958 | $201,344-21.5% | $184,243-14.3% | $145,877+8.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 11.53% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,510 | $9,807-33.6% | $9,132-28.7% | $6,691-2.7% |
| Admin fee / account holder | $14,917 | $16,382-8.9% | $13,914+7.2% | $13,402+11.3% |