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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 | $174,319 | $198,457-12.2% | $170,435+2.3% | $147,586+18.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.51% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $8,050 | $6,183+30.2% | $5,432+48.2% | $4,876+65.1% |
| Participant deferral / active EE | $5,043 | $5,629-10.4% | $4,939+2.1% | $5,439-7.3% |
| Admin fee / account holder | $5,792 | $16,852-65.6% | $13,881-58.3% | $10,886-46.8% |