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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 | $136,501 | $155,833-12.4% | $124,693+9.5% | $167,518-18.5% |
| Participation rate | 93.8% | 81.1%+12.6pp | 74.6%+19.1pp | 82.1%+11.6pp |
| Annual return | 18.04% | 17.98%+0.1pp | 5144.19%-5126.1pp | 478.71%-460.7pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,793 | $5,675+107.8% | $4,615+155.5% | $6,342+86.0% |
| Admin fee / account holder | $2,564 | $9,534-73.1% | $7,494-65.8% | $12,312-79.2% |