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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 | $195,658 | $198,457-1.4% | $170,435+14.8% | $147,586+32.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.76% | 257.30%-243.5pp | 205.94%-192.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $5,372 | $6,183-13.1% | $5,432-1.1% | $4,876+10.2% |
| Participant deferral / active EE | $6,402 | $5,629+13.7% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $91,824 | $16,852+444.9% | $13,881+561.5% | $10,886+743.5% |