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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 | $187,149 | $227,291-17.7% | $214,702-12.8% | $155,188+20.6% |
| Participation rate | 91.7% | 88.0%+3.7pp | 87.5%+4.2pp | 80.8%+10.9pp |
| Annual return | 15.57% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $18,910 | $6,772+179.3% | $6,461+192.7% | $4,248+345.2% |
| Participant deferral / active EE | $15,668 | $9,582+63.5% | $9,147+71.3% | $6,531+139.9% |
| Admin fee / account holder | $135,563 | $20,413+564.1% | $19,830+583.6% | $14,480+836.2% |