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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 | $237,124 | $176,120+34.6% | $159,487+48.7% | $167,553+41.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.75% | 331.95%-311.2pp | 263.71%-243.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $6,365 | $5,299+20.1% | $4,831+31.7% | $4,840+31.5% |
| Participant deferral / active EE | $8,305 | $7,752+7.1% | $7,354+12.9% | $6,343+30.9% |
| Admin fee / account holder | $1,556 | $12,561-87.6% | $10,804-85.6% | $12,316-87.4% |