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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 | $145,518 | $176,077-17.4% | $159,455-8.7% | $167,518-13.1% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 17.84% | 331.83%-314.0pp | 263.63%-245.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $8,196 | $5,298+54.7% | $4,830+69.7% | $4,838+69.4% |
| Participant deferral / active EE | $9,439 | $7,751+21.8% | $7,353+28.4% | $6,342+48.8% |
| Admin fee / account holder | $20,264 | $12,556+61.4% | $10,800+87.6% | $12,312+64.6% |