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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 | $172,009 | $168,636+2.0% | $147,618+16.5% | $125,388+37.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $7,000 | $6,252+12.0% | $5,565+25.8% | $4,866+43.9% |
| Participant deferral / active EE | $17,000 | $5,507+208.7% | $4,895+247.3% | $5,352+217.7% |
| Admin fee / account holder | $33,273 | $13,580+145.0% | $11,612+186.6% | $9,541+248.8% |