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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 | $144,297 | $198,462-27.3% | $170,439-15.3% | $147,585-2.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 257.30%-240.1pp | 205.94%-188.7pp | 578.58%-561.3pp |
| Employer contribution / active EE | $7,282 | $6,184+17.8% | $5,433+34.0% | $4,876+49.3% |
| Participant deferral / active EE | $8,664 | $5,629+53.9% | $4,939+75.4% | $5,439+59.3% |
| Admin fee / account holder | $1,162 | $16,852-93.1% | $13,881-91.6% | $10,886-89.3% |