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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 | $110,271 | $198,457-44.4% | $170,435-35.3% | $147,586-25.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.47% | 257.30%-240.8pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $6,715 | $6,183+8.6% | $5,432+23.6% | $4,876+37.7% |
| Participant deferral / active EE | $6,994 | $5,629+24.2% | $4,939+41.6% | $5,439+28.6% |
| Admin fee / account holder | $22,856 | $16,852+35.6% | $13,881+64.7% | $10,886+110.0% |