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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 | $207,136 | $124,336+66.6% | $111,303+86.1% | $167,518+23.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 34.64% | 37.45%-2.8pp | 54.66%-20.0pp | 478.71%-444.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,588 | $5,181+27.2% | $4,487+46.8% | $6,342+3.9% |
| Admin fee / account holder | $1,411 | $10,623-86.7% | $7,966-82.3% | $12,312-88.5% |