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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 | $115,649 | $111,535+3.7% | $105,223+9.9% | $137,256-15.7% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 23.72% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $5,849 | $3,939+48.5% | $3,689+58.6% | $4,156+40.7% |
| Participant deferral / active EE | $14,871 | $5,500+170.4% | $5,072+193.2% | $6,407+132.1% |
| Admin fee / account holder | $22,105 | $9,721+127.4% | $8,859+149.5% | $12,270+80.2% |