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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 | $163,793 | $198,461-17.5% | $170,436-3.9% | $147,585+11.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.30%-242.7pp | 205.94%-191.3pp | 578.57%-563.9pp |
| Employer contribution / active EE | $9,593 | $6,184+55.1% | $5,433+76.6% | $4,876+96.7% |
| Participant deferral / active EE | $5,276 | $5,629-6.3% | $4,939+6.8% | $5,439-3.0% |
| Admin fee / account holder | $1,427 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |