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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 | $224,030 | $198,462+12.9% | $170,439+31.4% | $147,585+51.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.92% | 257.30%-247.4pp | 205.94%-196.0pp | 578.58%-568.7pp |
| Employer contribution / active EE | $6,177 | $6,184-0.1% | $5,433+13.7% | $4,876+26.7% |
| Participant deferral / active EE | $5,699 | $5,629+1.2% | $4,939+15.4% | $5,439+4.8% |
| Admin fee / account holder | $775 | $16,852-95.4% | $13,881-94.4% | $10,886-92.9% |