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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 | $183,127 | $160,070+14.4% | $147,117+24.5% | $145,897+25.5% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 14.51% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,603 | $8,419-33.4% | $8,065-30.5% | $6,689-16.2% |
| Admin fee / account holder | $24,376 | $15,035+62.1% | $12,993+87.6% | $13,390+82.0% |