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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 | $225,201 | $196,972+14.3% | $182,262+23.6% | $198,609+13.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.76% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,920 | $8,643+49.5% | $8,276+56.1% | $6,977+85.2% |
| Admin fee / account holder | $1,242 | $18,429-93.3% | $16,712-92.6% | $19,030-93.5% |