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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 | $182,615 | $160,070+14.1% | $147,117+24.1% | $145,897+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,000 | $8,419+18.8% | $8,065+24.0% | $6,689+49.5% |
| Admin fee / account holder | $126,727 | $15,035+742.9% | $12,993+875.4% | $13,390+846.4% |