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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 | $204,238 | $198,461+2.9% | $170,436+19.8% | $147,585+38.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.32% | 257.30%-237.0pp | 205.94%-185.6pp | 578.57%-558.3pp |
| Employer contribution / active EE | $6,589 | $6,184+6.6% | $5,433+21.3% | $4,876+35.1% |
| Participant deferral / active EE | $8,922 | $5,629+58.5% | $4,939+80.6% | $5,439+64.0% |
| Admin fee / account holder | $1,998 | $16,852-88.1% | $13,880-85.6% | $10,885-81.6% |