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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 | $195,155 | $183,968+6.1% | $162,166+20.3% | $152,870+27.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 37.01% | 150.77%-113.8pp | 115.59%-78.6pp | 345.34%-308.3pp |
| Employer contribution / active EE | $3,268 | $6,371-48.7% | $5,614-41.8% | $4,763-31.4% |
| Participant deferral / active EE | $8,341 | $8,034+3.8% | $7,298+14.3% | $5,850+42.6% |
| Admin fee / account holder | $2,857 | $13,121-78.2% | $10,842-73.6% | $11,597-75.4% |