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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 | $179,233 | $175,257+2.3% | $149,717+19.7% | $139,456+28.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.90% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $2,346 | $5,477-57.2% | $4,820-51.3% | $4,753-50.6% |
| Participant deferral / active EE | $7,526 | $6,521+15.4% | $5,682+32.5% | $6,711+12.1% |
| Admin fee / account holder | $21,013 | $16,156+30.1% | $13,213+59.0% | $11,407+84.2% |