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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 | $173,727 | $112,131+54.9% | $95,964+81.0% | $158,982+9.3% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 16.98% | 171.19%-154.2pp | 91.64%-74.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $5,784 | $3,199+80.8% | $2,541+127.6% | $4,763+21.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,617 | $10,136+63.9% | $6,797+144.5% | $11,252+47.7% |