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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 | $64,709 | $198,457-67.4% | $170,435-62.0% | $147,586-56.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.82% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $8,850 | $6,183+43.1% | $5,432+62.9% | $4,876+81.5% |
| Participant deferral / active EE | $16,813 | $5,629+198.7% | $4,939+240.4% | $5,439+209.1% |
| Admin fee / account holder | $5,621 | $16,852-66.6% | $13,881-59.5% | $10,886-48.4% |