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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 | $195,873 | $198,457-1.3% | $170,435+14.9% | $147,586+32.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.51% | 257.30%-245.8pp | 205.94%-194.4pp | 578.59%-567.1pp |
| Employer contribution / active EE | $5,603 | $6,183-9.4% | $5,432+3.1% | $4,876+14.9% |
| Participant deferral / active EE | $5,358 | $5,629-4.8% | $4,939+8.5% | $5,439-1.5% |
| Admin fee / account holder | $64,415 | $16,852+282.2% | $13,881+364.1% | $10,886+491.7% |