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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 | $205,930 | $180,749+13.9% | $160,784+28.1% | $137,256+50.0% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 17.10% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,018 | $4,155+93.0% | $3,733+114.8% | $4,156+92.9% |
| Participant deferral / active EE | $6,778 | $6,844-1.0% | $6,293+7.7% | $6,407+5.8% |
| Admin fee / account holder | $12,110 | $10,397+16.5% | $9,717+24.6% | $12,270-1.3% |