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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 | $196,763 | $176,105+11.7% | $159,474+23.4% | $167,536+17.4% |
| Participation rate | 87.0% | 85.0%+2.0pp | 82.8%+4.1pp | 82.1%+4.8pp |
| Annual return | 11.57% | 331.91%-320.3pp | 263.68%-252.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $13,417 | $5,299+153.2% | $4,831+177.7% | $4,839+177.3% |
| Participant deferral / active EE | $2,950 | $7,751-61.9% | $7,353-59.9% | $6,342-53.5% |
| Admin fee / account holder | $21,961 | $12,559+74.9% | $10,802+103.3% | $12,315+78.3% |