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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 | $149,951 | $212,386-29.4% | $199,883-25.0% | $138,895+8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.39% | 47.75%-36.4pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,929 | $9,617+55.2% | $9,138+63.4% | $6,396+133.4% |
| Admin fee / account holder | $12,433 | $18,233-31.8% | $17,268-28.0% | $12,562-1.0% |