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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 | $152,170 | $198,457-23.3% | $170,435-10.7% | $147,586+3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.83% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $7,913 | $6,183+28.0% | $5,432+45.7% | $4,876+62.3% |
| Participant deferral / active EE | $7,092 | $5,629+26.0% | $4,939+43.6% | $5,439+30.4% |
| Admin fee / account holder | $1,681 | $16,852-90.0% | $13,881-87.9% | $10,886-84.6% |