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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 | $123,384 | $198,457-37.8% | $170,435-27.6% | $147,586-16.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.01% | 257.30%-234.3pp | 205.94%-182.9pp | 578.59%-555.6pp |
| Employer contribution / active EE | $6,876 | $6,183+11.2% | $5,432+26.6% | $4,876+41.0% |
| Participant deferral / active EE | $5,704 | $5,629+1.3% | $4,939+15.5% | $5,439+4.9% |
| Admin fee / account holder | $12,077 | $16,852-28.3% | $13,881-13.0% | $10,886+10.9% |