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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 | $187,842 | $160,040+17.4% | $147,096+27.7% | $145,877+28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,974 | $8,429-64.7% | $8,071-63.2% | $6,691-55.6% |
| Admin fee / account holder | $2,683 | $15,050-82.2% | $13,005-79.4% | $13,402-80.0% |