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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 | $121,559 | $148,623-18.2% | $135,974-10.6% | $139,466-12.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.85% | 79.30%-62.4pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,932 | $8,103+22.6% | $7,760+28.0% | $6,712+48.0% |
| Admin fee / account holder | $12,950 | $12,406+4.4% | $10,767+20.3% | $11,409+13.5% |