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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 | $232,942 | $227,291+2.5% | $214,702+8.5% | $155,188+50.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 387.56% | 60.08%+327.5pp | 54.55%+333.0pp | 148.84%+238.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,032 | $9,582+25.6% | $9,147+31.5% | $6,531+84.2% |
| Admin fee / account holder | $43,583 | $20,413+113.5% | $19,830+119.8% | $14,480+201.0% |