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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 | $161,870 | $159,978+1.2% | $147,041+10.1% | $145,978+10.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.99% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $6,949 | $5,288+31.4% | $4,935+40.8% | $4,662+49.1% |
| Participant deferral / active EE | $4,968 | $8,429-41.1% | $8,071-38.4% | $6,690-25.7% |
| Admin fee / account holder | $41,165 | $15,053+173.5% | $13,006+216.5% | $13,400+207.2% |