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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 | $174,807 | $198,457-11.9% | $170,435+2.6% | $147,586+18.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.01% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,361 | $6,183-45.6% | $5,432-38.1% | $4,876-31.1% |
| Participant deferral / active EE | $5,963 | $5,629+5.9% | $4,939+20.7% | $5,439+9.6% |
| Admin fee / account holder | $5,123 | $16,852-69.6% | $13,881-63.1% | $10,886-52.9% |