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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 | $225,673-8.7% | $203,872+1.0% | $155,188+32.7% |
| Participation rate | 90.5% | 80.3%+10.2pp | 77.8%+12.7pp | 80.8%+9.7pp |
| Annual return | 17.10% | 95.91%-78.8pp | 85.11%-68.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $8,018 | $4,099+95.6% | $3,757+113.4% | $4,248+88.8% |
| Participant deferral / active EE | $6,778 | $6,893-1.7% | $6,388+6.1% | $6,531+3.8% |
| Admin fee / account holder | $12,110 | $12,327-1.8% | $11,730+3.2% | $14,480-16.4% |