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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 | $152,863 | $198,457-23.0% | $170,435-10.3% | $147,586+3.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.60% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $7,516 | $6,183+21.6% | $5,432+38.4% | $4,876+54.1% |
| Participant deferral / active EE | $10,068 | $5,629+78.9% | $4,939+103.8% | $5,439+85.1% |
| Admin fee / account holder | $6,475 | $16,852-61.6% | $13,881-53.4% | $10,886-40.5% |