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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 | $221,761 | $165,399+34.1% | $149,745+48.1% | $158,982+39.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.67% | 348.34%-330.7pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $10,055 | $5,105+97.0% | $4,646+116.4% | $4,763+111.1% |
| Participant deferral / active EE | $9,007 | $7,183+25.4% | $6,843+31.6% | $5,983+50.5% |
| Admin fee / account holder | $1,464 | $10,811-86.5% | $9,312-84.3% | $11,252-87.0% |