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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 | $178,637 | $160,040+11.6% | $147,096+21.4% | $145,877+22.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,378 | $5,289-36.1% | $4,936-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $11,609 | $8,429+37.7% | $8,071+43.8% | $6,691+73.5% |
| Admin fee / account holder | $108,186 | $15,050+618.9% | $13,005+731.9% | $13,402+707.2% |