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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 | $172,470 | $198,457-13.1% | $170,435+1.2% | $147,586+16.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.94% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $8,544 | $6,183+38.2% | $5,432+57.3% | $4,876+75.2% |
| Participant deferral / active EE | $6,233 | $5,629+10.7% | $4,939+26.2% | $5,439+14.6% |
| Admin fee / account holder | $1,008 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |