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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 | $177,627 | $198,461-10.5% | $170,436+4.2% | $147,585+20.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.26% | 257.30%-241.0pp | 205.94%-189.7pp | 578.57%-562.3pp |
| Employer contribution / active EE | $8,056 | $6,184+30.3% | $5,433+48.3% | $4,876+65.2% |
| Participant deferral / active EE | $7,900 | $5,629+40.3% | $4,939+59.9% | $5,439+45.3% |
| Admin fee / account holder | $309 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |