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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 | $174,102 | $160,028+8.8% | $147,080+18.4% | $145,884+19.3% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 18.78% | 98.60%-79.8pp | 420.17%-401.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,977 | $5,286-62.6% | $4,933-59.9% | $4,662-57.6% |
| Participant deferral / active EE | $3,952 | $8,422-53.1% | $8,066-51.0% | $6,690-40.9% |
| Admin fee / account holder | $1,384 | $15,030-90.8% | $12,989-89.3% | $13,392-89.7% |