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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 | $184,341 | $142,354+29.5% | $125,529+46.9% | $155,188+18.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.7%+14.2pp | 80.8%+8.1pp |
| Annual return | 19.69% | 306.06%-286.4pp | 202.56%-182.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,991 | $3,501+14.0% | $3,058+30.5% | $4,248-6.0% |
| Participant deferral / active EE | $12,299 | $5,491+124.0% | $4,813+155.6% | $6,531+88.3% |
| Admin fee / account holder | $44,774 | $19,392+130.9% | $16,298+174.7% | $14,480+209.2% |