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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 | $177,740 | $160,040+11.1% | $147,096+20.8% | $145,877+21.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 15.78% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,013 | $5,289-43.0% | $4,936-38.9% | $4,663-35.4% |
| Participant deferral / active EE | $7,182 | $8,429-14.8% | $8,071-11.0% | $6,691+7.4% |
| Admin fee / account holder | $1,222 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |