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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 | $194,884 | $198,457-1.8% | $170,435+14.3% | $147,586+32.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.75% | 257.30%-236.6pp | 205.94%-185.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $6,513 | $6,183+5.3% | $5,432+19.9% | $4,876+33.6% |
| Participant deferral / active EE | $5,847 | $5,629+3.9% | $4,939+18.4% | $5,439+7.5% |
| Admin fee / account holder | $1,357 | $16,852-91.9% | $13,881-90.2% | $10,886-87.5% |