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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 | $120,489 | $198,457-39.3% | $170,435-29.3% | $147,586-18.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.49% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $6,375 | $6,183+3.1% | $5,432+17.4% | $4,876+30.7% |
| Participant deferral / active EE | $4,618 | $5,629-18.0% | $4,939-6.5% | $5,439-15.1% |
| Admin fee / account holder | $25,021 | $16,852+48.5% | $13,881+80.3% | $10,886+129.9% |