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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 | $218,295 | $198,457+10.0% | $170,435+28.1% | $147,586+47.9% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.14% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $6,757 | $6,183+9.3% | $5,432+24.4% | $4,876+38.6% |
| Participant deferral / active EE | $3,457 | $5,629-38.6% | $4,939-30.0% | $5,439-36.4% |
| Admin fee / account holder | $17,716 | $16,852+5.1% | $13,881+27.6% | $10,886+62.7% |