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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 | $107,552 | $196,972-45.4% | $182,262-41.0% | $198,609-45.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.31% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,975 | $8,643-7.7% | $8,276-3.6% | $6,977+14.3% |
| Admin fee / account holder | $36,730 | $18,429+99.3% | $16,712+119.8% | $19,030+93.0% |