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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 | $237,983 | $198,457+19.9% | $170,435+39.6% | $147,586+61.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.73% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $4,513 | $6,183-27.0% | $5,432-16.9% | $4,876-7.5% |
| Participant deferral / active EE | $8,718 | $5,629+54.9% | $4,939+76.5% | $5,439+60.3% |
| Admin fee / account holder | $990 | $16,852-94.1% | $13,881-92.9% | $10,886-90.9% |