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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 | $198,117 | $177,353+11.7% | $158,226+25.2% | $198,609-0.2% |
| Participation rate | 90.5% | 77.0%+13.5pp | 74.8%+15.6pp | 82.4%+8.1pp |
| Annual return | 16.97% | 599.50%-582.5pp | 501.41%-484.4pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,637 | $3,239-49.5% | $2,986-45.2% | $5,055-67.6% |
| Participant deferral / active EE | $8,331 | $4,615+80.5% | $4,317+93.0% | $6,977+19.4% |
| Admin fee / account holder | $36,764 | $10,960+235.4% | $10,217+259.8% | $19,030+93.2% |