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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 | $214,969 | $165,399+30.0% | $149,745+43.6% | $158,982+35.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.56% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,161 | $7,183-42.1% | $6,843-39.2% | $5,983-30.5% |
| Admin fee / account holder | $5,407 | $10,811-50.0% | $9,312-41.9% | $11,252-51.9% |