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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 | $209,820 | $209,425+0.2% | $178,499+17.5% | $158,966+32.0% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 14.57% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.4pp |
| Employer contribution / active EE | $12,743 | $5,707+123.3% | $5,011+154.3% | $4,762+167.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71,220 | $17,078+317.0% | $13,986+409.2% | $11,250+533.1% |