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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 | $160,070+1.7% | $147,117+10.7% | $145,897+11.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.11% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,441 | $5,285-53.8% | $4,932-50.5% | $4,663-47.6% |
| Participant deferral / active EE | $4,635 | $8,419-44.9% | $8,065-42.5% | $6,689-30.7% |
| Admin fee / account holder | $20,210 | $15,035+34.4% | $12,993+55.6% | $13,390+50.9% |