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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 | $187,929 | $176,105+6.7% | $159,474+17.8% | $167,536+12.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.25% | 331.91%-308.7pp | 263.68%-240.4pp | 478.82%-455.6pp |
| Employer contribution / active EE | $6,617 | $5,299+24.9% | $4,831+37.0% | $4,839+36.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,246 | $12,559-82.1% | $10,802-79.2% | $12,315-81.8% |