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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 | $210,965 | $180,749+16.7% | $160,784+31.2% | $137,256+53.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 10.76% | 2234.46%-2223.7pp | 1803.92%-1793.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,839 | $4,155+16.5% | $3,733+29.6% | $4,156+16.4% |
| Participant deferral / active EE | $7,005 | $6,844+2.3% | $6,293+11.3% | $6,407+9.3% |
| Admin fee / account holder | $1,684 | $10,397-83.8% | $9,717-82.7% | $12,270-86.3% |