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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 | $237,611 | $196,972+20.6% | $182,262+30.4% | $198,609+19.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.09% | 158.27%-152.2pp | 140.60%-134.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $7,118 | $5,364+32.7% | $5,046+41.1% | $5,055+40.8% |
| Participant deferral / active EE | $11,378 | $8,643+31.6% | $8,276+37.5% | $6,977+63.1% |
| Admin fee / account holder | $3,331 | $18,429-81.9% | $16,712-80.1% | $19,030-82.5% |