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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 | $205,873 | $166,242+23.8% | $165,071+24.7% | $145,884+41.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.25% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,977 | $6,964+14.5% | $6,035+32.2% | $6,690+19.2% |
| Admin fee / account holder | $13,843 | $16,658-16.9% | $12,695+9.0% | $13,392+3.4% |