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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 | $192,559 | $198,462-3.0% | $170,439+13.0% | $147,585+30.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.84% | 257.30%-244.5pp | 205.94%-193.1pp | 578.58%-565.7pp |
| Employer contribution / active EE | $2,146 | $6,184-65.3% | $5,433-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $9,680 | $5,629+71.9% | $4,939+96.0% | $5,439+78.0% |
| Admin fee / account holder | $6,461 | $16,852-61.7% | $13,881-53.5% | $10,886-40.6% |