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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 | $197,881 | $175,257+12.9% | $149,717+32.2% | $139,456+41.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 12.66% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $1,333 | $5,477-75.7% | $4,820-72.3% | $4,753-71.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $111,441 | $16,156+589.8% | $13,213+743.4% | $11,407+877.0% |