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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 | $197,775 | $183,988+7.5% | $162,177+21.9% | $152,897+29.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 22.29% | 150.79%-128.5pp | 115.60%-93.3pp | 345.43%-323.1pp |
| Employer contribution / active EE | $11,307 | $6,370+77.5% | $5,613+101.4% | $4,764+137.4% |
| Participant deferral / active EE | $11,198 | $8,032+39.4% | $7,297+53.5% | $5,851+91.4% |
| Admin fee / account holder | $792 | $13,123-94.0% | $10,843-92.7% | $11,599-93.2% |