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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 | $175,270 | $198,457-11.7% | $170,435+2.8% | $147,586+18.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.71% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,026 | $6,183-67.2% | $5,432-62.7% | $4,876-58.5% |
| Participant deferral / active EE | $5,200 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $16,265 | $16,852-3.5% | $13,881+17.2% | $10,886+49.4% |