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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 | $169,733 | $185,883-8.7% | $170,043-0.2% | $139,466+21.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.68% | 60.54%-39.9pp | 53.40%-32.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $12,836 | $7,596+69.0% | $6,790+89.0% | $4,754+170.0% |
| Participant deferral / active EE | $15,887 | $11,626+36.7% | $10,410+52.6% | $6,712+136.7% |
| Admin fee / account holder | $21,105 | $15,393+37.1% | $12,824+64.6% | $11,409+85.0% |