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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 | $227,320 | $176,105+29.1% | $159,474+42.5% | $167,536+35.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.80% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $6,000 | $5,299+13.2% | $4,831+24.2% | $4,839+24.0% |
| Participant deferral / active EE | $9,175 | $7,751+18.4% | $7,353+24.8% | $6,342+44.7% |
| Admin fee / account holder | $1,981 | $12,559-84.2% | $10,802-81.7% | $12,315-83.9% |