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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 | $197,708 | $144,130+37.2% | $117,861+67.7% | $147,586+34.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 9.63% | 531.20%-521.6pp | 335.11%-325.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,741 | $5,316-67.2% | $4,482-61.2% | $5,439-68.0% |
| Admin fee / account holder | $4,156 | $10,887-61.8% | $8,021-48.2% | $10,886-61.8% |