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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 | $249,663 | $198,457+25.8% | $170,435+46.5% | $147,586+69.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $6,693 | $6,183+8.2% | $5,432+23.2% | $4,876+37.3% |
| Participant deferral / active EE | $7,062 | $5,629+25.5% | $4,939+43.0% | $5,439+29.9% |
| Admin fee / account holder | $5,757 | $16,852-65.8% | $13,881-58.5% | $10,886-47.1% |