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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 | $193,720 | $181,062+7.0% | $158,223+22.4% | $155,188+24.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 16.55% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,379 | $18,825-34.2% | $16,047-22.9% | $14,480-14.5% |