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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 | $153,995 | $198,457-22.4% | $170,435-9.6% | $147,586+4.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.36% | 257.30%-246.9pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $12,492 | $6,183+102.0% | $5,432+129.9% | $4,876+156.2% |
| Participant deferral / active EE | $10,078 | $5,629+79.0% | $4,939+104.0% | $5,439+85.3% |
| Admin fee / account holder | $815 | $16,852-95.2% | $13,881-94.1% | $10,886-92.5% |