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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 | $160,040+14.4% | $147,096+24.5% | $145,877+25.5% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 14.51% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,603 | $8,429-33.5% | $8,071-30.6% | $6,691-16.2% |
| Admin fee / account holder | $24,376 | $15,050+62.0% | $13,005+87.4% | $13,402+81.9% |