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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 | $195,402 | $198,457-1.5% | $170,435+14.6% | $147,586+32.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.44% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $5,005 | $6,183-19.1% | $5,432-7.9% | $4,876+2.6% |
| Participant deferral / active EE | $7,926 | $5,629+40.8% | $4,939+60.5% | $5,439+45.7% |
| Admin fee / account holder | $6,148 | $16,852-63.5% | $13,881-55.7% | $10,886-43.5% |