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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 | $194,395 | $171,492+13.4% | $150,734+29.0% | $198,609-2.1% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 18.98% | 804.70%-785.7pp | 600.81%-581.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $17,844 | $5,470+226.2% | $4,918+262.8% | $5,055+253.0% |
| Participant deferral / active EE | $7,395 | $6,259+18.2% | $5,610+31.8% | $6,977+6.0% |
| Admin fee / account holder | $1,476 | $17,628-91.6% | $14,905-90.1% | $19,030-92.2% |