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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 | $165,543 | $160,070+3.4% | $147,117+12.5% | $145,897+13.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.38% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,515 | $5,285+4.4% | $4,932+11.8% | $4,663+18.3% |
| Participant deferral / active EE | $15,588 | $8,419+85.1% | $8,065+93.3% | $6,689+133.0% |
| Admin fee / account holder | $1,702 | $15,035-88.7% | $12,993-86.9% | $13,390-87.3% |