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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 | $196,895 | $157,304+25.2% | $141,197+39.4% | $152,909+28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.10% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,337 | $7,111-10.9% | $6,710-5.6% | $5,851+8.3% |
| Admin fee / account holder | $4,652 | $12,126-61.6% | $10,265-54.7% | $11,601-59.9% |