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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 | $179,846 | $148,629+21.0% | $135,982+32.3% | $139,487+28.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.86% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,563 | $8,102-56.0% | $7,760-54.1% | $6,713-46.9% |
| Admin fee / account holder | $3,018 | $12,406-75.7% | $10,767-72.0% | $11,407-73.5% |