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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 | $218,957 | $198,457+10.3% | $170,435+28.5% | $147,586+48.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.39% | 257.30%-245.9pp | 205.94%-194.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $5,098 | $6,183-17.6% | $5,432-6.2% | $4,876+4.5% |
| Participant deferral / active EE | $7,711 | $5,629+37.0% | $4,939+56.1% | $5,439+41.8% |
| Admin fee / account holder | $150,338 | $16,852+792.1% | $13,881+983.1% | $10,886+1281.1% |