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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 | $237,157 | $176,120+34.7% | $159,487+48.7% | $167,553+41.5% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 14.11% | 331.95%-317.8pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,602 | $7,752-66.4% | $7,354-64.6% | $6,343-59.0% |
| Admin fee / account holder | $10,087 | $12,561-19.7% | $10,804-6.6% | $12,316-18.1% |