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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 | $176,007 | $159,934+10.0% | $147,005+19.7% | $145,959+20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.24%-86.2pp | 418.76%-406.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $614,503 | $15,053+3982.2% | $13,006+4624.7% | $13,398+4486.6% |