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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 | $200,009 | $208,088-3.9% | $186,193+7.4% | $154,746+29.3% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.1%+17.3pp | 80.7%+13.7pp |
| Annual return | 9.79% | 89.97%-80.2pp | 78.03%-68.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $8,872 | $4,340+104.4% | $3,918+126.4% | $4,379+102.6% |
| Participant deferral / active EE | $6,826 | $7,078-3.6% | $6,513+4.8% | $6,730+1.4% |
| Admin fee / account holder | $23,323 | $11,698+99.4% | $11,058+110.9% | $14,365+62.4% |