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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 | $78,197 | $198,457-60.6% | $170,435-54.1% | $147,586-47.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.87% | 257.30%-239.4pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $8,666 | $6,183+40.2% | $5,432+59.5% | $4,876+77.7% |
| Participant deferral / active EE | $4,979 | $5,629-11.6% | $4,939+0.8% | $5,439-8.5% |
| Admin fee / account holder | $28,834 | $16,852+71.1% | $13,881+107.7% | $10,886+164.9% |