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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 | $144,075 | $198,457-27.4% | $170,435-15.5% | $147,586-2.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.60% | 257.30%-233.7pp | 205.94%-182.3pp | 578.59%-555.0pp |
| Employer contribution / active EE | $4,260 | $6,183-31.1% | $5,432-21.6% | $4,876-12.6% |
| Participant deferral / active EE | $8,697 | $5,629+54.5% | $4,939+76.1% | $5,439+59.9% |
| Admin fee / account holder | $1,762 | $16,852-89.5% | $13,881-87.3% | $10,886-83.8% |