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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 | $198,667 | $185,883+6.9% | $170,043+16.8% | $139,466+42.4% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 26.61% | 60.54%-33.9pp | 53.40%-26.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $17,750 | $7,596+133.7% | $6,790+161.4% | $4,754+273.4% |
| Participant deferral / active EE | $9,365 | $11,626-19.4% | $10,410-10.0% | $6,712+39.5% |
| Admin fee / account holder | $25,002 | $15,393+62.4% | $12,824+95.0% | $11,409+119.1% |