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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 | $219,825 | $148,629+47.9% | $135,982+61.7% | $139,487+57.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.82% | 79.33%-48.5pp | 68.32%-37.5pp | 373.84%-343.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,255 | $8,102-10.5% | $7,760-6.5% | $6,713+8.1% |
| Admin fee / account holder | $2,341 | $12,406-81.1% | $10,767-78.3% | $11,407-79.5% |