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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 | $236,031 | $213,785+10.4% | $185,441+27.3% | $155,188+52.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 7.48% | 19.97%-12.5pp | 20.16%-12.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,372 | $6,864-65.4% | $6,152-61.4% | $6,531-63.7% |
| Admin fee / account holder | $70,066 | $21,134+231.5% | $17,890+291.7% | $14,480+383.9% |