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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 | $175,989 | $160,070+9.9% | $147,117+19.6% | $145,897+20.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.88% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,420 | $5,285-54.2% | $4,932-50.9% | $4,663-48.1% |
| Participant deferral / active EE | $13,250 | $8,419+57.4% | $8,065+64.3% | $6,689+98.1% |
| Admin fee / account holder | $35,472 | $15,035+135.9% | $12,993+173.0% | $13,390+164.9% |