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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 | $197,968 | $165,361+19.7% | $149,715+32.2% | $158,950+24.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.87% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,500 | $7,182+74.1% | $6,842+82.7% | $5,983+108.9% |
| Admin fee / account holder | $8,244 | $10,808-23.7% | $9,310-11.4% | $11,248-26.7% |