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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 | $195,707 | $198,462-1.4% | $170,439+14.8% | $147,585+32.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.08% | 257.30%-242.2pp | 205.94%-190.9pp | 578.58%-563.5pp |
| Employer contribution / active EE | $6,836 | $6,184+10.6% | $5,433+25.8% | $4,876+40.2% |
| Participant deferral / active EE | $21,808 | $5,629+287.4% | $4,939+341.5% | $5,439+301.0% |
| Admin fee / account holder | $27,074 | $16,852+60.7% | $13,881+95.0% | $10,886+148.7% |