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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 | $184,840 | $160,040+15.5% | $147,096+25.7% | $145,877+26.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 25.44% | 98.49%-73.1pp | 419.75%-394.3pp | 551.28%-525.8pp |
| Employer contribution / active EE | $12,982 | $5,289+145.4% | $4,936+163.0% | $4,663+178.4% |
| Participant deferral / active EE | $27,831 | $8,429+230.2% | $8,071+244.8% | $6,691+316.0% |
| Admin fee / account holder | $24,715 | $15,050+64.2% | $13,005+90.0% | $13,402+84.4% |