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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 | $177,278 | $160,040+10.8% | $147,096+20.5% | $145,877+21.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 11.97% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,209 | $5,289-77.1% | $4,936-75.5% | $4,663-74.1% |
| Participant deferral / active EE | $11,718 | $8,429+39.0% | $8,071+45.2% | $6,691+75.1% |
| Admin fee / account holder | $41,269 | $15,050+174.2% | $13,005+217.3% | $13,402+207.9% |