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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 | $169,230 | $160,070+5.7% | $147,117+15.0% | $145,897+16.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 20.13% | 98.69%-78.6pp | 420.54%-400.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $3,413 | $5,285-35.4% | $4,932-30.8% | $4,663-26.8% |
| Participant deferral / active EE | $10,461 | $8,419+24.3% | $8,065+29.7% | $6,689+56.4% |
| Admin fee / account holder | $26,678 | $15,035+77.4% | $12,993+105.3% | $13,390+99.2% |