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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 | $145,315 | $166,089-12.5% | $164,928-11.9% | $145,978-0.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 10.08% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,632 | $6,961+52.7% | $6,034+76.2% | $6,690+58.9% |
| Admin fee / account holder | $72,183 | $16,641+333.8% | $12,684+469.1% | $13,400+438.7% |