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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 | $174,601 | $148,629+17.5% | $135,982+28.4% | $139,487+25.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.06% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,476 | $8,102+66.3% | $7,760+73.7% | $6,713+100.8% |
| Admin fee / account holder | $9,817 | $12,406-20.9% | $10,767-8.8% | $11,407-13.9% |