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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 | $173,970 | $198,457-12.3% | $170,435+2.1% | $147,586+17.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.90% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $3,830 | $6,183-38.1% | $5,432-29.5% | $4,876-21.5% |
| Participant deferral / active EE | $4,997 | $5,629-11.2% | $4,939+1.2% | $5,439-8.1% |
| Admin fee / account holder | $1,071 | $16,852-93.6% | $13,881-92.3% | $10,886-90.2% |