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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 | $185,993 | $160,070+16.2% | $147,117+26.4% | $145,897+27.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.69% | 98.69%-78.0pp | 420.54%-399.9pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,290 | $8,419-49.0% | $8,065-46.8% | $6,689-35.9% |
| Admin fee / account holder | $52,393 | $15,035+248.5% | $12,993+303.2% | $13,390+291.3% |