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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 | $202,823 | $155,555+30.4% | $146,866+38.1% | $155,188+30.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.27% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,953 | $8,044-13.6% | $7,759-10.4% | $6,531+6.5% |
| Admin fee / account holder | $20,845 | $14,755+41.3% | $13,620+53.0% | $14,480+44.0% |