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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 | $78,130 | $183,627-57.5% | $155,602-49.8% | $145,978-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.31% | 61.32%-33.0pp | 64.81%-36.5pp | 550.52%-522.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,333 | $6,466-2.1% | $5,629+12.5% | $6,690-5.3% |
| Admin fee / account holder | $16,586 | $19,327-14.2% | $15,923+4.2% | $13,400+23.8% |