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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 | $162,626 | $160,040+1.6% | $147,096+10.6% | $145,877+11.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.66% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,853 | $5,289-27.2% | $4,936-21.9% | $4,663-17.4% |
| Participant deferral / active EE | $13,155 | $8,429+56.1% | $8,071+63.0% | $6,691+96.6% |
| Admin fee / account holder | $102,799 | $15,050+583.1% | $13,005+690.4% | $13,402+667.0% |