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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 | $192,560 | $198,457-3.0% | $170,435+13.0% | $147,586+30.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $7,262 | $6,183+17.5% | $5,432+33.7% | $4,876+48.9% |
| Participant deferral / active EE | $8,517 | $5,629+51.3% | $4,939+72.4% | $5,439+56.6% |
| Admin fee / account holder | $1,796 | $16,852-89.3% | $13,881-87.1% | $10,886-83.5% |