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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 | $225,370 | $148,629+51.6% | $135,982+65.7% | $139,487+61.6% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.1pp |
| Annual return | 17.02% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,573 | $8,102-18.9% | $7,760-15.3% | $6,713-2.1% |
| Admin fee / account holder | $451 | $12,406-96.4% | $10,767-95.8% | $11,407-96.0% |