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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 | $114,641 | $159,978-28.3% | $147,041-22.0% | $145,978-21.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.87% | 98.36%-79.5pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,659 | $8,429+73.9% | $8,071+81.6% | $6,690+119.1% |
| Admin fee / account holder | $1,182 | $15,053-92.1% | $13,006-90.9% | $13,400-91.2% |