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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 | $131,244 | $159,978-18.0% | $147,041-10.7% | $145,978-10.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.15% | 98.36%-86.2pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,385 | $8,429-0.5% | $8,071+3.9% | $6,690+25.4% |
| Admin fee / account holder | $24,107 | $15,053+60.1% | $13,006+85.3% | $13,400+79.9% |