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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 | $228,617 | $226,105+1.1% | $182,540+25.2% | $152,897+49.5% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.5%+13.0pp |
| Annual return | 13.50% | 192.58%-179.1pp | 148.58%-135.1pp | 345.43%-331.9pp |
| Employer contribution / active EE | $17,727 | $4,978+256.1% | $4,076+335.0% | $4,764+272.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,993 | $10,706+30.7% | $8,593+62.8% | $11,599+20.6% |