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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 | $199,702 | $198,457+0.6% | $170,435+17.2% | $147,586+35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 178.32% | 257.30%-79.0pp | 205.94%-27.6pp | 578.59%-400.3pp |
| Employer contribution / active EE | $2,524 | $6,183-59.2% | $5,432-53.5% | $4,876-48.2% |
| Participant deferral / active EE | $6,695 | $5,629+18.9% | $4,939+35.5% | $5,439+23.1% |
| Admin fee / account holder | $1,315 | $16,852-92.2% | $13,881-90.5% | $10,886-87.9% |