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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 | $204,243 | $135,956+50.2% | $123,894+64.9% | $273,972-25.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 61.76% | 56.63%+5.1pp | 47.52%+14.2pp | 41.46%+20.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,900 | $6,343+134.9% | $5,984+149.0% | $5,287+181.8% |
| Admin fee / account holder | $24,169 | $9,817+146.2% | $8,357+189.2% | $10,133+138.5% |