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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 | $119,598 | $198,457-39.7% | $170,435-29.8% | $147,586-19.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.02% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $8,558 | $6,183+38.4% | $5,432+57.5% | $4,876+75.5% |
| Participant deferral / active EE | $6,097 | $5,629+8.3% | $4,939+23.4% | $5,439+12.1% |
| Admin fee / account holder | $2,399 | $16,852-85.8% | $13,881-82.7% | $10,886-78.0% |