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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 | $171,764 | $198,457-13.5% | $170,435+0.8% | $147,586+16.4% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 9.52% | 257.30%-247.8pp | 205.94%-196.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $10,856 | $6,183+75.6% | $5,432+99.8% | $4,876+122.6% |
| Participant deferral / active EE | $3,500 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $6,936 | $16,852-58.8% | $13,881-50.0% | $10,886-36.3% |