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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 | $150,641 | $196,972-23.5% | $182,262-17.3% | $198,609-24.2% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 9.96% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,997 | $8,643+62.0% | $8,276+69.1% | $6,977+100.6% |
| Admin fee / account holder | $1,604 | $18,429-91.3% | $16,712-90.4% | $19,030-91.6% |