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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 | $182,697 | $171,492+6.5% | $150,734+21.2% | $198,609-8.0% |
| Participation rate | 73.3% | 81.4%-8.1pp | 78.4%-5.1pp | 82.4%-9.0pp |
| Annual return | 12.48% | 804.70%-792.2pp | 600.81%-588.3pp | 202.70%-190.2pp |
| Employer contribution / active EE | $19,415 | $5,470+254.9% | $4,918+294.8% | $5,055+284.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,820 | $17,628-72.7% | $14,905-67.7% | $19,030-74.7% |