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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 | $197,190 | $183,539+7.4% | $155,556+26.8% | $145,897+35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 61.31%-42.9pp | 64.84%-46.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,591 | $6,467+141.1% | $5,631+176.9% | $6,689+133.1% |
| Admin fee / account holder | $2,214 | $19,275-88.5% | $15,885-86.1% | $13,390-83.5% |