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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 | $226,088 | $198,457+13.9% | $170,435+32.7% | $147,586+53.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.48% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,117 | $6,183-17.2% | $5,432-5.8% | $4,876+4.9% |
| Participant deferral / active EE | $9,667 | $5,629+71.7% | $4,939+95.7% | $5,439+77.7% |
| Admin fee / account holder | $2,550 | $16,852-84.9% | $13,881-81.6% | $10,886-76.6% |