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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 | $159,978+8.3% | $147,041+17.8% | $145,978+18.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.65% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $9,287 | $5,288+75.6% | $4,935+88.2% | $4,662+99.2% |
| Participant deferral / active EE | $10,652 | $8,429+26.4% | $8,071+32.0% | $6,690+59.2% |
| Admin fee / account holder | $67,738 | $15,053+350.0% | $13,006+420.8% | $13,400+405.5% |