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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 | $179,412 | $175,259+2.4% | $149,723+19.8% | $139,487+28.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 12.32% | 166.82%-154.5pp | 134.50%-122.2pp | 373.84%-361.5pp |
| Employer contribution / active EE | $3,140 | $5,478-42.7% | $4,821-34.9% | $4,755-34.0% |
| Participant deferral / active EE | $2,674 | $6,522-59.0% | $5,682-52.9% | $6,713-60.2% |
| Admin fee / account holder | $18,451 | $16,158+14.2% | $13,215+39.6% | $11,407+61.7% |