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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 | $183,720 | $198,457-7.4% | $170,435+7.8% | $147,586+24.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.03% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $5,343 | $6,183-13.6% | $5,432-1.7% | $4,876+9.6% |
| Participant deferral / active EE | $10,427 | $5,629+85.2% | $4,939+111.1% | $5,439+91.7% |
| Admin fee / account holder | $1,792 | $16,852-89.4% | $13,881-87.1% | $10,886-83.5% |