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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 | $116,240 | $198,457-41.4% | $170,435-31.8% | $147,586-21.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.07% | 257.30%-238.2pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $13,605 | $6,183+120.0% | $5,432+150.4% | $4,876+179.0% |
| Participant deferral / active EE | $6,213 | $5,629+10.4% | $4,939+25.8% | $5,439+14.2% |
| Admin fee / account holder | $4,765 | $16,852-71.7% | $13,881-65.7% | $10,886-56.2% |