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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 | $231,589 | $198,457+16.7% | $170,435+35.9% | $147,586+56.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.16% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $6,532 | $6,183+5.6% | $5,432+20.2% | $4,876+34.0% |
| Participant deferral / active EE | $7,897 | $5,629+40.3% | $4,939+59.9% | $5,439+45.2% |
| Admin fee / account holder | $8,553 | $16,852-49.2% | $13,881-38.4% | $10,886-21.4% |