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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 | $115,451 | $198,461-41.8% | $170,436-32.3% | $147,585-21.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.68% | 257.30%-237.6pp | 205.94%-186.3pp | 578.57%-558.9pp |
| Employer contribution / active EE | $6,605 | $6,184+6.8% | $5,433+21.6% | $4,876+35.4% |
| Participant deferral / active EE | $5,164 | $5,629-8.3% | $4,939+4.6% | $5,439-5.0% |
| Admin fee / account holder | $869 | $16,852-94.8% | $13,880-93.7% | $10,885-92.0% |