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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 | $209,336+13.5% | $197,124+20.5% | $137,256+73.1% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 20.66% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $11,041 | $6,591+67.5% | $6,227+77.3% | $4,156+165.7% |
| Participant deferral / active EE | $17,386 | $9,614+80.8% | $9,135+90.3% | $6,407+171.4% |
| Admin fee / account holder | $30,778 | $17,308+77.8% | $16,298+88.8% | $12,270+150.8% |