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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 | $151,027 | $198,470-23.9% | $170,444-11.4% | $147,585+2.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.59% | 257.30%-247.7pp | 205.94%-196.3pp | 578.56%-569.0pp |
| Employer contribution / active EE | $6,568 | $6,184+6.2% | $5,433+20.9% | $4,876+34.7% |
| Participant deferral / active EE | $3,333 | $5,629-40.8% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $14,217 | $16,852-15.6% | $13,881+2.4% | $10,885+30.6% |