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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 | $151,579 | $198,457-23.6% | $170,435-11.1% | $147,586+2.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.01% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $5,141 | $6,183-16.9% | $5,432-5.4% | $4,876+5.4% |
| Participant deferral / active EE | $5,998 | $5,629+6.6% | $4,939+21.4% | $5,439+10.3% |
| Admin fee / account holder | $2,002 | $16,852-88.1% | $13,881-85.6% | $10,886-81.6% |