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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 | $188,028 | $198,457-5.3% | $170,435+10.3% | $147,586+27.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.93% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.7pp |
| Employer contribution / active EE | $6,716 | $6,183+8.6% | $5,432+23.6% | $4,876+37.7% |
| Participant deferral / active EE | $10,945 | $5,629+94.4% | $4,939+121.6% | $5,439+101.2% |
| Admin fee / account holder | $858 | $16,852-94.9% | $13,881-93.8% | $10,886-92.1% |