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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 | $159,304 | $198,457-19.7% | $170,435-6.5% | $147,586+7.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.32% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $6,286 | $6,183+1.7% | $5,432+15.7% | $4,876+28.9% |
| Participant deferral / active EE | $6,470 | $5,629+14.9% | $4,939+31.0% | $5,439+19.0% |
| Admin fee / account holder | $4,488 | $16,852-73.4% | $13,881-67.7% | $10,886-58.8% |