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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 | $183,612 | $198,457-7.5% | $170,435+7.7% | $147,586+24.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.93% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $13,811 | $6,183+123.4% | $5,432+154.2% | $4,876+183.2% |
| Participant deferral / active EE | $9,996 | $5,629+77.6% | $4,939+102.4% | $5,439+83.8% |
| Admin fee / account holder | $1,517 | $16,852-91.0% | $13,881-89.1% | $10,886-86.1% |