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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 | $203,456 | $211,239-3.7% | $178,528+14.0% | $145,877+39.5% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 12.92% | 30.22%-17.3pp | 27.11%-14.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,540 | $6,963+80.1% | $6,278+99.7% | $6,691+87.4% |
| Admin fee / account holder | $11,117 | $12,095-8.1% | $10,419+6.7% | $13,402-17.1% |