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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 | $136,556 | $226,105-39.6% | $182,540-25.2% | $152,897-10.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.97% | 192.58%-177.6pp | 148.58%-133.6pp | 345.43%-330.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,693 | $6,370+5.1% | $5,525+21.1% | $5,851+14.4% |
| Admin fee / account holder | $448 | $10,706-95.8% | $8,593-94.8% | $11,599-96.1% |