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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 | $230,856 | $217,432+6.2% | $185,849+24.2% | $167,536+37.8% |
| Participation rate | 88.2% | 86.1%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 15.59% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $14,612 | $5,875+148.7% | $5,169+182.7% | $4,839+202.0% |
| Participant deferral / active EE | $12,183 | $6,357+91.6% | $5,569+118.8% | $6,342+92.1% |
| Admin fee / account holder | $18,653 | $19,818-5.9% | $16,244+14.8% | $12,315+51.5% |