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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 | $191,567 | $160,040+19.7% | $147,096+30.2% | $145,877+31.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,362 | $5,289-36.4% | $4,936-31.9% | $4,663-27.9% |
| Participant deferral / active EE | $14,127 | $8,429+67.6% | $8,071+75.0% | $6,691+111.2% |
| Admin fee / account holder | $193,637 | $15,050+1186.6% | $13,005+1388.9% | $13,402+1344.8% |