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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 | $160,028+1.7% | $147,080+10.7% | $145,884+11.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,441 | $5,286-53.8% | $4,933-50.5% | $4,662-47.6% |
| Participant deferral / active EE | $4,635 | $8,422-45.0% | $8,066-42.5% | $6,690-30.7% |
| Admin fee / account holder | $20,210 | $15,030+34.5% | $12,989+55.6% | $13,392+50.9% |