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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 | $110,774 | $198,457-44.2% | $170,435-35.0% | $147,586-24.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.54% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $11,046 | $6,183+78.6% | $5,432+103.3% | $4,876+126.5% |
| Participant deferral / active EE | $18,239 | $5,629+224.0% | $4,939+269.3% | $5,439+235.4% |
| Admin fee / account holder | $22,203 | $16,852+31.7% | $13,881+60.0% | $10,886+104.0% |