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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 | $164,242 | $160,028+2.6% | $147,080+11.7% | $145,884+12.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.39% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,778 | $5,286-47.4% | $4,933-43.7% | $4,662-40.4% |
| Participant deferral / active EE | $9,130 | $8,422+8.4% | $8,066+13.2% | $6,690+36.5% |
| Admin fee / account holder | $12,351 | $15,030-17.8% | $12,989-4.9% | $13,392-7.8% |