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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 | $148,726 | $181,896-18.2% | $156,551-5.0% | $273,972-45.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 62.79% | 30.74%+32.0pp | 32.23%+30.6pp | 41.46%+21.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,019 | $5,550+62.5% | $4,871+85.1% | $5,287+70.6% |
| Admin fee / account holder | $16,484 | $15,560+5.9% | $13,028+26.5% | $10,133+62.7% |