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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 | $203,606 | $165,361+23.1% | $149,715+36.0% | $158,950+28.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 19.93% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $11,758 | $5,103+130.4% | $4,645+153.2% | $4,762+146.9% |
| Participant deferral / active EE | $13,281 | $7,182+84.9% | $6,842+94.1% | $5,983+122.0% |
| Admin fee / account holder | $21,196 | $10,808+96.1% | $9,310+127.7% | $11,248+88.4% |