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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 | $151,416 | $198,457-23.7% | $170,435-11.2% | $147,586+2.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.91% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $6,854 | $6,183+10.8% | $5,432+26.2% | $4,876+40.6% |
| Participant deferral / active EE | $3,096 | $5,629-45.0% | $4,939-37.3% | $5,439-43.1% |
| Admin fee / account holder | $2,454 | $16,852-85.4% | $13,881-82.3% | $10,886-77.5% |