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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 | $162,811 | $159,934+1.8% | $147,005+10.8% | $145,959+11.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.11% | 98.24%-86.1pp | 418.76%-406.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,441 | $5,287-53.8% | $4,934-50.5% | $4,661-47.6% |
| Participant deferral / active EE | $4,635 | $8,427-45.0% | $8,070-42.6% | $6,689-30.7% |
| Admin fee / account holder | $20,210 | $15,053+34.3% | $13,006+55.4% | $13,398+50.8% |