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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 | $220,804 | $175,231+26.0% | $149,696+47.5% | $139,466+58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.80% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $6,736 | $5,478+23.0% | $4,821+39.7% | $4,754+41.7% |
| Participant deferral / active EE | $6,119 | $6,521-6.2% | $5,682+7.7% | $6,712-8.8% |
| Admin fee / account holder | $1,110 | $16,155-93.1% | $13,212-91.6% | $11,409-90.3% |