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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 | $185,949 | $160,070+16.2% | $147,117+26.4% | $145,897+27.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 14.00% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,750 | $8,419+51.4% | $8,065+58.1% | $6,689+90.6% |
| Admin fee / account holder | $3,538 | $15,035-76.5% | $12,993-72.8% | $13,390-73.6% |