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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 | $154,964 | $157,304-1.5% | $141,197+9.8% | $152,909+1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.16% | 64.34%-48.2pp | 71.41%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,373 | $7,111+116.2% | $6,710+129.1% | $5,851+162.7% |
| Admin fee / account holder | $24,347 | $12,126+100.8% | $10,265+137.2% | $11,601+109.9% |