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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 | $101,086 | $198,457-49.1% | $170,435-40.7% | $147,586-31.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.60% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $6,348 | $6,183+2.7% | $5,432+16.9% | $4,876+30.2% |
| Participant deferral / active EE | $6,672 | $5,629+18.5% | $4,939+35.1% | $5,439+22.7% |
| Admin fee / account holder | $1,165 | $16,852-93.1% | $13,881-91.6% | $10,886-89.3% |