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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 | $183,587 | $209,425-12.3% | $178,499+2.9% | $158,966+15.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.52% | 188.80%-158.3pp | 151.10%-120.6pp | 302.95%-272.4pp |
| Employer contribution / active EE | $5,992 | $5,707+5.0% | $5,011+19.6% | $4,762+25.8% |
| Participant deferral / active EE | $5,322 | $5,955-10.6% | $5,202+2.3% | $5,983-11.0% |
| Admin fee / account holder | $29,420 | $17,078+72.3% | $13,986+110.3% | $11,250+161.5% |