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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 | $243,866 | $225,673+8.1% | $203,872+19.6% | $155,188+57.1% |
| Participation rate | 95.5% | 80.3%+15.1pp | 77.8%+17.7pp | 80.8%+14.7pp |
| Annual return | 17.05% | 95.91%-78.9pp | 85.11%-68.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $8,249 | $4,099+101.3% | $3,757+119.5% | $4,248+94.2% |
| Participant deferral / active EE | $7,811 | $6,893+13.3% | $6,388+22.3% | $6,531+19.6% |
| Admin fee / account holder | $1,814 | $12,327-85.3% | $11,730-84.5% | $14,480-87.5% |