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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 | $205,930 | $208,088-1.0% | $186,193+10.6% | $154,746+33.1% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.1%+13.4pp | 80.7%+9.8pp |
| Annual return | 17.10% | 89.97%-72.9pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $8,018 | $4,340+84.8% | $3,918+104.6% | $4,379+83.1% |
| Participant deferral / active EE | $6,778 | $7,078-4.2% | $6,513+4.1% | $6,730+0.7% |
| Admin fee / account holder | $12,110 | $11,698+3.5% | $11,058+9.5% | $14,365-15.7% |