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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 | $160,040+10.0% | $147,096+19.6% | $145,877+20.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.88% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,420 | $5,289-54.2% | $4,936-51.0% | $4,663-48.1% |
| Participant deferral / active EE | $13,250 | $8,429+57.2% | $8,071+64.2% | $6,691+98.0% |
| Admin fee / account holder | $35,472 | $15,050+135.7% | $13,005+172.8% | $13,402+164.7% |