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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 | $199,926 | $172,758+15.7% | $149,600+33.6% | $138,895+43.9% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.8pp | 79.9%+11.0pp |
| Annual return | 23.66% | 181.17%-157.5pp | 129.59%-105.9pp | 145.39%-121.7pp |
| Employer contribution / active EE | $11,953 | $4,778+150.2% | $4,193+185.1% | $4,194+185.0% |
| Participant deferral / active EE | $10,179 | $8,180+24.4% | $7,203+41.3% | $6,396+59.1% |
| Admin fee / account holder | $215,239 | $17,615+1121.9% | $13,963+1441.5% | $12,562+1613.4% |