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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 | $170,153 | $160,028+6.3% | $147,080+15.7% | $145,884+16.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 29.06% | 98.60%-69.5pp | 420.17%-391.1pp | 551.85%-522.8pp |
| Employer contribution / active EE | $4,249 | $5,286-19.6% | $4,933-13.9% | $4,662-8.9% |
| Participant deferral / active EE | $12,677 | $8,422+50.5% | $8,066+57.2% | $6,690+89.5% |
| Admin fee / account holder | $3,297 | $15,030-78.1% | $12,989-74.6% | $13,392-75.4% |