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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 | $158,761 | $183,627-13.5% | $155,602+2.0% | $145,978+8.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,258 | $6,466+12.3% | $5,629+28.9% | $6,690+8.5% |
| Admin fee / account holder | $732 | $19,327-96.2% | $15,923-95.4% | $13,400-94.5% |