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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 | $178,614 | $198,461-10.0% | $170,436+4.8% | $147,585+21.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.56% | 257.30%-238.7pp | 205.94%-187.4pp | 578.57%-560.0pp |
| Employer contribution / active EE | $6,005 | $6,184-2.9% | $5,433+10.5% | $4,876+23.1% |
| Participant deferral / active EE | $6,247 | $5,629+11.0% | $4,939+26.5% | $5,439+14.9% |
| Admin fee / account holder | $1,150 | $16,852-93.2% | $13,880-91.7% | $10,885-89.4% |