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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 | $154,154 | $198,462-22.3% | $170,439-9.6% | $147,585+4.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.36% | 257.30%-241.9pp | 205.94%-190.6pp | 578.58%-563.2pp |
| Employer contribution / active EE | $7,410 | $6,184+19.8% | $5,433+36.4% | $4,876+51.9% |
| Participant deferral / active EE | $10,171 | $5,629+80.7% | $4,939+105.9% | $5,439+87.0% |
| Admin fee / account holder | $1,173 | $16,852-93.0% | $13,881-91.5% | $10,886-89.2% |