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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 | $189,734 | $198,457-4.4% | $170,435+11.3% | $147,586+28.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.39% | 257.30%-238.9pp | 205.94%-187.6pp | 578.59%-560.2pp |
| Employer contribution / active EE | $12,127 | $6,183+96.1% | $5,432+123.2% | $4,876+148.7% |
| Participant deferral / active EE | $10,600 | $5,629+88.3% | $4,939+114.6% | $5,439+94.9% |
| Admin fee / account holder | $328 | $16,852-98.1% | $13,881-97.6% | $10,886-97.0% |