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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 | $196,851 | $198,462-0.8% | $170,439+15.5% | $147,585+33.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.02% | 257.30%-244.3pp | 205.94%-192.9pp | 578.58%-565.6pp |
| Employer contribution / active EE | $7,973 | $6,184+28.9% | $5,433+46.8% | $4,876+63.5% |
| Participant deferral / active EE | $6,230 | $5,629+10.7% | $4,939+26.1% | $5,439+14.5% |
| Admin fee / account holder | $876 | $16,852-94.8% | $13,881-93.7% | $10,886-91.9% |