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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 | $208,808 | $165,399+26.2% | $149,745+39.4% | $158,982+31.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.14% | 348.34%-327.2pp | 276.72%-255.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $10,053 | $5,105+96.9% | $4,646+116.4% | $4,763+111.1% |
| Participant deferral / active EE | $10,960 | $7,183+52.6% | $6,843+60.2% | $5,983+83.2% |
| Admin fee / account holder | $9,630 | $10,811-10.9% | $9,312+3.4% | $11,252-14.4% |