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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 | $191,198 | $160,040+19.5% | $147,096+30.0% | $145,877+31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,757 | $8,429+39.5% | $8,071+45.7% | $6,691+75.7% |
| Admin fee / account holder | $20,942 | $15,050+39.2% | $13,005+61.0% | $13,402+56.3% |