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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 | $208,681 | $162,136+28.7% | $152,301+37.0% | $154,746+34.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.27% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,709 | $8,341-7.6% | $8,004-3.7% | $6,730+14.5% |
| Admin fee / account holder | $391 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |