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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 | $183,739 | $198,457-7.4% | $170,435+7.8% | $147,586+24.5% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.20% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $11,684 | $6,183+89.0% | $5,432+115.1% | $4,876+139.6% |
| Participant deferral / active EE | $11,161 | $5,629+98.3% | $4,939+126.0% | $5,439+105.2% |
| Admin fee / account holder | $22,794 | $16,852+35.3% | $13,881+64.2% | $10,886+109.4% |