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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 | $231,930 | $198,457+16.9% | $170,435+36.1% | $147,586+57.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.32% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,130 | $6,183-17.0% | $5,432-5.6% | $4,876+5.2% |
| Participant deferral / active EE | $3,448 | $5,629-38.7% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $7,530 | $16,852-55.3% | $13,881-45.8% | $10,886-30.8% |