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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 | $157,217 | $160,070-1.8% | $147,117+6.9% | $145,897+7.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.27% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,788 | $5,285-28.3% | $4,932-23.2% | $4,663-18.8% |
| Participant deferral / active EE | $8,510 | $8,419+1.1% | $8,065+5.5% | $6,689+27.2% |
| Admin fee / account holder | $43,781 | $15,035+191.2% | $12,993+237.0% | $13,390+227.0% |