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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 | $190,266 | $198,462-4.1% | $170,439+11.6% | $147,585+28.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.38% | 257.30%-241.9pp | 205.94%-190.6pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,180 | $6,184-64.7% | $5,433-59.9% | $4,876-55.3% |
| Participant deferral / active EE | $6,236 | $5,629+10.8% | $4,939+26.2% | $5,439+14.7% |
| Admin fee / account holder | $9,078 | $16,852-46.1% | $13,881-34.6% | $10,886-16.6% |