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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 | $129,364 | $198,457-34.8% | $170,435-24.1% | $147,586-12.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.98% | 257.30%-232.3pp | 205.94%-181.0pp | 578.59%-553.6pp |
| Employer contribution / active EE | $9,264 | $6,183+49.8% | $5,432+70.5% | $4,876+90.0% |
| Participant deferral / active EE | $4,438 | $5,629-21.2% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $302 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |