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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 | $141,821 | $198,461-28.5% | $170,436-16.8% | $147,585-3.9% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 19.14% | 257.30%-238.2pp | 205.94%-186.8pp | 578.57%-559.4pp |
| Employer contribution / active EE | $8,895 | $6,184+43.8% | $5,433+63.7% | $4,876+82.4% |
| Participant deferral / active EE | $5,492 | $5,629-2.4% | $4,939+11.2% | $5,439+1.0% |
| Admin fee / account holder | $7,411 | $16,852-56.0% | $13,880-46.6% | $10,885-31.9% |