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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 | $180,882 | $197,603-8.5% | $177,827+1.7% | $158,950+13.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.98% | 58.76%-48.8pp | 48.32%-38.3pp | 302.91%-292.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,688 | $8,404+86.7% | $7,713+103.4% | $5,983+162.2% |
| Admin fee / account holder | $46,762 | $15,402+203.6% | $12,429+276.2% | $11,248+315.7% |