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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 | $171,357 | $198,462-13.7% | $170,439+0.5% | $147,585+16.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.17% | 257.30%-243.1pp | 205.94%-191.8pp | 578.58%-564.4pp |
| Employer contribution / active EE | $6,477 | $6,184+4.7% | $5,433+19.2% | $4,876+32.8% |
| Participant deferral / active EE | $3,447 | $5,629-38.8% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $38,965 | $16,852+131.2% | $13,881+180.7% | $10,886+258.0% |