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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 | $160,040-1.8% | $147,096+6.9% | $145,877+7.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.27% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,788 | $5,289-28.4% | $4,936-23.3% | $4,663-18.8% |
| Participant deferral / active EE | $8,510 | $8,429+1.0% | $8,071+5.4% | $6,691+27.2% |
| Admin fee / account holder | $43,781 | $15,050+190.9% | $13,005+236.6% | $13,402+226.7% |