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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 | $179,379 | $156,398+14.7% | $147,318+21.8% | $138,895+29.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 18.31% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $13,375 | $4,853+175.6% | $4,593+191.2% | $4,194+218.9% |
| Participant deferral / active EE | $10,967 | $8,237+33.1% | $7,906+38.7% | $6,396+71.5% |
| Admin fee / account holder | $27,067 | $14,976+80.7% | $13,708+97.5% | $12,562+115.5% |