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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 | $220,685 | $198,457+11.2% | $170,435+29.5% | $147,586+49.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,781 | $6,183-38.8% | $5,432-30.4% | $4,876-22.5% |
| Participant deferral / active EE | $6,821 | $5,629+21.2% | $4,939+38.1% | $5,439+25.4% |
| Admin fee / account holder | $2,789 | $16,852-83.4% | $13,881-79.9% | $10,886-74.4% |