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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 | $155,042 | $154,754+0.2% | $124,206+24.8% | $138,895+11.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.00% | 709.28%-691.3pp | 515.27%-497.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,384 | $6,690-79.3% | $5,929-76.7% | $12,562-89.0% |