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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 | $237,588 | $212,386+11.9% | $199,883+18.9% | $138,895+71.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 20.66% | 47.75%-27.1pp | 43.81%-23.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $11,041 | $6,625+66.7% | $6,261+76.3% | $4,194+163.2% |
| Participant deferral / active EE | $17,386 | $9,617+80.8% | $9,138+90.3% | $6,396+171.8% |
| Admin fee / account holder | $30,778 | $18,233+68.8% | $17,268+78.2% | $12,562+145.0% |