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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 | $204,191 | $168,635+21.1% | $147,617+38.3% | $125,389+62.8% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 0.55% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $17,080 | $6,252+173.2% | $5,564+206.9% | $4,866+251.0% |
| Participant deferral / active EE | $7,125 | $5,507+29.4% | $4,895+45.6% | $5,352+33.1% |
| Admin fee / account holder | $16,947 | $13,580+24.8% | $11,612+45.9% | $9,541+77.6% |