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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 | $120,956 | $198,457-39.1% | $170,435-29.0% | $147,586-18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.97% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $13,383 | $6,183+116.5% | $5,432+146.4% | $4,876+174.5% |
| Participant deferral / active EE | $8,429 | $5,629+49.7% | $4,939+70.6% | $5,439+55.0% |
| Admin fee / account holder | $17,131 | $16,852+1.7% | $13,881+23.4% | $10,886+57.4% |