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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 | $192,113 | $165,361+16.2% | $149,715+28.3% | $158,950+20.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.87% | 348.24%-329.4pp | 276.66%-257.8pp | 302.91%-284.0pp |
| Employer contribution / active EE | $10,218 | $5,103+100.2% | $4,645+120.0% | $4,762+114.6% |
| Participant deferral / active EE | $13,258 | $7,182+84.6% | $6,842+93.8% | $5,983+121.6% |
| Admin fee / account holder | $400 | $10,808-96.3% | $9,310-95.7% | $11,248-96.4% |