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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 | $94,404 | $198,457-52.4% | $170,435-44.6% | $147,586-36.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.97% | 257.30%-247.3pp | 205.94%-196.0pp | 578.59%-568.6pp |
| Employer contribution / active EE | $6,364 | $6,183+2.9% | $5,432+17.1% | $4,876+30.5% |
| Participant deferral / active EE | $5,992 | $5,629+6.4% | $4,939+21.3% | $5,439+10.2% |
| Admin fee / account holder | $534 | $16,852-96.8% | $13,881-96.2% | $10,886-95.1% |