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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 | $173,228 | $160,070+8.2% | $147,117+17.7% | $145,897+18.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.65% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $9,287 | $5,285+75.7% | $4,932+88.3% | $4,663+99.2% |
| Participant deferral / active EE | $10,652 | $8,419+26.5% | $8,065+32.1% | $6,689+59.2% |
| Admin fee / account holder | $67,738 | $15,035+350.5% | $12,993+421.4% | $13,390+405.9% |