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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 | $201,853 | $198,457+1.7% | $170,435+18.4% | $147,586+36.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.37% | 257.30%-244.9pp | 205.94%-193.6pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,154 | $6,183-65.2% | $5,432-60.4% | $4,876-55.8% |
| Participant deferral / active EE | $12,044 | $5,629+114.0% | $4,939+143.8% | $5,439+121.5% |
| Admin fee / account holder | $141,161 | $16,852+737.6% | $13,881+917.0% | $10,886+1196.7% |