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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 | $205,494 | $198,457+3.5% | $170,435+20.6% | $147,586+39.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.49% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,203 | $6,183-48.2% | $5,432-41.0% | $4,876-34.3% |
| Participant deferral / active EE | $3,088 | $5,629-45.1% | $4,939-37.5% | $5,439-43.2% |
| Admin fee / account holder | $1,120 | $16,852-93.4% | $13,881-91.9% | $10,886-89.7% |