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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 | $153,747 | $198,457-22.5% | $170,435-9.8% | $147,586+4.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.54% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,811 | $6,183-38.4% | $5,432-29.8% | $4,876-21.8% |
| Participant deferral / active EE | $6,753 | $5,629+20.0% | $4,939+36.7% | $5,439+24.2% |
| Admin fee / account holder | $2,308 | $16,852-86.3% | $13,881-83.4% | $10,886-78.8% |