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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 | $141,680 | $198,461-28.6% | $170,436-16.9% | $147,585-4.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.44% | 257.30%-232.9pp | 205.94%-181.5pp | 578.57%-554.1pp |
| Employer contribution / active EE | $5,720 | $6,184-7.5% | $5,433+5.3% | $4,876+17.3% |
| Participant deferral / active EE | $11,518 | $5,629+104.6% | $4,939+133.2% | $5,439+111.8% |
| Admin fee / account holder | $23,689 | $16,852+40.6% | $13,880+70.7% | $10,885+117.6% |