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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 | $172,697 | $198,457-13.0% | $170,435+1.3% | $147,586+17.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.39% | 257.30%-245.9pp | 205.94%-194.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $6,193 | $6,183+0.2% | $5,432+14.0% | $4,876+27.0% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $1,121 | $16,852-93.4% | $13,881-91.9% | $10,886-89.7% |