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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 | $179,237 | $198,457-9.7% | $170,435+5.2% | $147,586+21.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.34% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $8,594 | $6,183+39.0% | $5,432+58.2% | $4,876+76.2% |
| Participant deferral / active EE | $5,305 | $5,629-5.8% | $4,939+7.4% | $5,439-2.5% |
| Admin fee / account holder | $765 | $16,852-95.5% | $13,881-94.5% | $10,886-93.0% |