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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 | $187,517 | $176,120+6.5% | $159,487+17.6% | $167,553+11.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $6,692 | $5,299+26.3% | $4,831+38.5% | $4,840+38.3% |
| Participant deferral / active EE | $4,762 | $7,752-38.6% | $7,354-35.2% | $6,343-24.9% |
| Admin fee / account holder | $4,471 | $12,561-64.4% | $10,804-58.6% | $12,316-63.7% |