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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 | $185,534 | $137,414+35.0% | $189,537-2.1% | $85,847+116.1% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.9pp | 69.3%+20.3pp |
| Annual return | 14.53% | 38.14%-23.6pp | 555.34%-540.8pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,117 | $6,260+109.5% | $8,220+59.6% | $3,952+231.9% |
| Admin fee / account holder | $4,183 | $8,630-51.5% | $12,048-65.3% | $6,261-33.2% |