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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 | $174,038 | $198,457-12.3% | $170,435+2.1% | $147,586+17.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.44% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,958 | $6,183-19.8% | $5,432-8.7% | $4,876+1.7% |
| Participant deferral / active EE | $8,100 | $5,629+43.9% | $4,939+64.0% | $5,439+48.9% |
| Admin fee / account holder | $1,554 | $16,852-90.8% | $13,881-88.8% | $10,886-85.7% |