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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 | $225,673-11.4% | $203,872-1.9% | $155,188+28.9% |
| Participation rate | 94.4% | 80.3%+14.1pp | 77.8%+16.6pp | 80.8%+13.6pp |
| Annual return | 9.79% | 95.91%-86.1pp | 85.11%-75.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $8,872 | $4,099+116.5% | $3,757+136.1% | $4,248+108.9% |
| Participant deferral / active EE | $6,826 | $6,893-1.0% | $6,388+6.9% | $6,531+4.5% |
| Admin fee / account holder | $23,323 | $12,327+89.2% | $11,730+98.8% | $14,480+61.1% |