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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 | $194,965 | $176,120+10.7% | $159,487+22.2% | $167,553+16.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.80% | 331.95%-319.1pp | 263.71%-250.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $4,939 | $5,299-6.8% | $4,831+2.2% | $4,840+2.1% |
| Participant deferral / active EE | $11,921 | $7,752+53.8% | $7,354+62.1% | $6,343+88.0% |
| Admin fee / account holder | $10,954 | $12,561-12.8% | $10,804+1.4% | $12,316-11.1% |