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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 | $177,387 | $175,257+1.2% | $149,717+18.5% | $139,456+27.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.04% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,354 | $5,477-57.0% | $4,820-51.2% | $4,753-50.5% |
| Participant deferral / active EE | $5,178 | $6,521-20.6% | $5,682-8.9% | $6,711-22.9% |
| Admin fee / account holder | $51,141 | $16,156+216.6% | $13,213+287.1% | $11,407+348.3% |