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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 | $172,380 | $175,231-1.6% | $149,696+15.2% | $139,466+23.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 11.00% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $4,286 | $5,478-21.8% | $4,821-11.1% | $4,754-9.8% |
| Participant deferral / active EE | $9,495 | $6,521+45.6% | $5,682+67.1% | $6,712+41.5% |
| Admin fee / account holder | $41,887 | $16,155+159.3% | $13,212+217.0% | $11,409+267.1% |