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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 | $243,191 | $196,972+23.5% | $182,262+33.4% | $198,609+22.4% |
| Participation rate | 95.2% | 85.7%+9.5pp | 84.2%+11.0pp | 82.4%+12.9pp |
| Annual return | 16.66% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $11,878 | $5,364+121.5% | $5,046+135.4% | $5,055+135.0% |
| Participant deferral / active EE | $8,395 | $8,643-2.9% | $8,276+1.4% | $6,977+20.3% |
| Admin fee / account holder | $25,220 | $18,429+36.9% | $16,712+50.9% | $19,030+32.5% |