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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 | $193,368 | $135,645+42.6% | $110,243+75.4% | $135,379+42.8% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | 7.71% | 513.24%-505.5pp | 314.76%-307.1pp | 519.79%-512.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,056 | $11,458-90.8% | $8,548-87.7% | $10,828-90.3% |