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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 | $160,040+16.2% | $147,096+26.4% | $145,877+27.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.69% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,290 | $8,429-49.1% | $8,071-46.8% | $6,691-35.9% |
| Admin fee / account holder | $52,393 | $15,050+248.1% | $13,005+302.9% | $13,402+290.9% |