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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 | $196,805 | $198,457-0.8% | $170,435+15.5% | $147,586+33.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 257.30%-238.0pp | 205.94%-186.7pp | 578.59%-559.3pp |
| Employer contribution / active EE | $9,975 | $6,183+61.3% | $5,432+83.6% | $4,876+104.6% |
| Participant deferral / active EE | $7,955 | $5,629+41.3% | $4,939+61.1% | $5,439+46.3% |
| Admin fee / account holder | $9,582 | $16,852-43.1% | $13,881-31.0% | $10,886-12.0% |