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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 | $200,811 | $198,457+1.2% | $170,435+17.8% | $147,586+36.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.65% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $8,058 | $6,183+30.3% | $5,432+48.3% | $4,876+65.2% |
| Participant deferral / active EE | $6,997 | $5,629+24.3% | $4,939+41.7% | $5,439+28.7% |
| Admin fee / account holder | $4,563 | $16,852-72.9% | $13,881-67.1% | $10,886-58.1% |