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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 | $142,194 | $198,462-28.4% | $170,439-16.6% | $147,585-3.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.58%-563.3pp |
| Employer contribution / active EE | $14,367 | $6,184+132.3% | $5,433+164.5% | $4,876+194.6% |
| Participant deferral / active EE | $11,900 | $5,629+111.4% | $4,939+140.9% | $5,439+118.8% |
| Admin fee / account holder | $8,752 | $16,852-48.1% | $13,881-36.9% | $10,886-19.6% |