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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 | $240,171 | $198,462+21.0% | $170,439+40.9% | $147,585+62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.18% | 257.30%-244.1pp | 205.94%-192.8pp | 578.58%-565.4pp |
| Employer contribution / active EE | $7,540 | $6,184+21.9% | $5,433+38.8% | $4,876+54.6% |
| Participant deferral / active EE | $5,123 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $3,407 | $16,852-79.8% | $13,881-75.5% | $10,886-68.7% |