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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 | $224,798 | $135,956+65.3% | $123,894+81.4% | $273,972-17.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $37,300 | $6,343+488.1% | $5,984+523.3% | $5,287+605.5% |
| Admin fee / account holder | $102,984 | $9,817+949.0% | $8,357+1132.3% | $10,133+916.4% |