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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 | $97,232 | $198,462-51.0% | $170,439-43.0% | $147,585-34.1% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 22.22% | 257.30%-235.1pp | 205.94%-183.7pp | 578.58%-556.4pp |
| Employer contribution / active EE | $16,098 | $6,184+160.3% | $5,433+196.3% | $4,876+230.1% |
| Participant deferral / active EE | $10,579 | $5,629+87.9% | $4,939+114.2% | $5,439+94.5% |
| Admin fee / account holder | $736 | $16,852-95.6% | $13,881-94.7% | $10,886-93.2% |