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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 | $187,547 | $157,296+19.2% | $141,191+32.8% | $152,897+22.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.79% | 64.34%-43.6pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,095 | $7,111-0.2% | $6,710+5.7% | $5,851+21.3% |
| Admin fee / account holder | $14,789 | $12,125+22.0% | $10,264+44.1% | $11,599+27.5% |