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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 | $189,733 | $184,000+3.1% | $162,185+17.0% | $152,909+24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.14% | 150.80%-128.7pp | 115.61%-93.5pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,916 | $8,033+11.0% | $7,297+22.2% | $5,851+52.4% |
| Admin fee / account holder | $2,112 | $13,124-83.9% | $10,844-80.5% | $11,601-81.8% |