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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 | $120,725 | $198,457-39.2% | $170,435-29.2% | $147,586-18.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.14% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $7,086 | $6,183+14.6% | $5,432+30.4% | $4,876+45.3% |
| Participant deferral / active EE | $5,594 | $5,629-0.6% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $18,778 | $16,852+11.4% | $13,881+35.3% | $10,886+72.5% |