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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 | $154,100 | $198,457-22.4% | $170,435-9.6% | $147,586+4.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.77% | 257.30%-247.5pp | 205.94%-196.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $15,379 | $6,183+148.7% | $5,432+183.1% | $4,876+215.4% |
| Participant deferral / active EE | $9,860 | $5,629+75.2% | $4,939+99.6% | $5,439+81.3% |
| Admin fee / account holder | $1,645 | $16,852-90.2% | $13,881-88.2% | $10,886-84.9% |