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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 | $242,608 | $181,896+33.4% | $156,551+55.0% | $273,972-11.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $281,648 | $5,550+4974.7% | $4,871+5682.0% | $5,287+5227.0% |
| Admin fee / account holder | $46,041 | $15,560+195.9% | $13,028+253.4% | $10,133+354.4% |