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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 | $183,952 | $198,462-7.3% | $170,439+7.9% | $147,585+24.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.15% | 257.30%-244.2pp | 205.94%-192.8pp | 578.58%-565.4pp |
| Employer contribution / active EE | $4,217 | $6,184-31.8% | $5,433-22.4% | $4,876-13.5% |
| Participant deferral / active EE | $8,433 | $5,629+49.8% | $4,939+70.7% | $5,439+55.1% |
| Admin fee / account holder | $17,240 | $16,852+2.3% | $13,881+24.2% | $10,886+58.4% |