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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 | $231,742 | $175,257+32.2% | $149,717+54.8% | $139,456+66.2% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 10.79% | 166.70%-155.9pp | 134.41%-123.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,576 | $6,521+31.5% | $5,682+50.9% | $6,711+27.8% |
| Admin fee / account holder | $108,247 | $16,156+570.0% | $13,213+719.3% | $11,407+849.0% |