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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 | $248,673 | $198,461+25.3% | $170,436+45.9% | $147,585+68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $5,265 | $6,184-14.9% | $5,433-3.1% | $4,876+8.0% |
| Participant deferral / active EE | $3,523 | $5,629-37.4% | $4,939-28.7% | $5,439-35.2% |
| Admin fee / account holder | $5,884 | $16,852-65.1% | $13,880-57.6% | $10,885-45.9% |