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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 | $163,922 | $157,276+4.2% | $141,177+16.1% | $152,885+7.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.53% | 64.33%-46.8pp | 71.40%-53.9pp | 345.39%-327.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,688 | $7,110+64.4% | $6,710+74.2% | $5,851+99.8% |
| Admin fee / account holder | $28,087 | $12,123+131.7% | $10,263+173.7% | $11,598+142.2% |