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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 | $159,978+5.8% | $147,041+15.1% | $145,978+15.9% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 20.13% | 98.36%-78.2pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $3,413 | $5,288-35.5% | $4,935-30.8% | $4,662-26.8% |
| Participant deferral / active EE | $10,461 | $8,429+24.1% | $8,071+29.6% | $6,690+56.4% |
| Admin fee / account holder | $26,678 | $15,053+77.2% | $13,006+105.1% | $13,400+99.1% |