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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 | $183,447 | $198,457-7.6% | $170,435+7.6% | $147,586+24.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 257.30%-237.6pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $11,026 | $6,183+78.3% | $5,432+103.0% | $4,876+126.1% |
| Participant deferral / active EE | $5,385 | $5,629-4.3% | $4,939+9.0% | $5,439-1.0% |
| Admin fee / account holder | $7,809 | $16,852-53.7% | $13,881-43.7% | $10,886-28.3% |