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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 | $97,117 | $198,457-51.1% | $170,435-43.0% | $147,586-34.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $3,667 | $6,183-40.7% | $5,432-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $10,743 | $5,629+90.8% | $4,939+117.5% | $5,439+97.5% |
| Admin fee / account holder | $21,606 | $16,852+28.2% | $13,881+55.7% | $10,886+98.5% |