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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 | $203,456 | $210,698-3.4% | $178,014+14.3% | $145,959+39.4% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 12.92% | 386.27%-373.4pp | 294.80%-281.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,540 | $6,958+80.2% | $6,276+99.8% | $6,689+87.5% |
| Admin fee / account holder | $11,117 | $12,016-7.5% | $10,362+7.3% | $13,398-17.0% |