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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 | $136,019 | $198,457-31.5% | $170,435-20.2% | $147,586-7.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.73% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $7,140 | $6,183+15.5% | $5,432+31.4% | $4,876+46.4% |
| Participant deferral / active EE | $7,115 | $5,629+26.4% | $4,939+44.0% | $5,439+30.8% |
| Admin fee / account holder | $28,760 | $16,852+70.7% | $13,881+107.2% | $10,886+164.2% |