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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 | $175,179 | $159,934+9.5% | $147,005+19.2% | $145,959+20.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.38% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,855 | $5,287-27.1% | $4,934-21.9% | $4,661-17.3% |
| Participant deferral / active EE | $5,895 | $8,427-30.0% | $8,070-26.9% | $6,689-11.9% |
| Admin fee / account holder | $4,508 | $15,053-70.1% | $13,006-65.3% | $13,398-66.4% |