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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 | $84,093 | $198,457-57.6% | $170,435-50.7% | $147,586-43.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.16% | 257.30%-237.1pp | 205.94%-185.8pp | 578.59%-558.4pp |
| Employer contribution / active EE | $9,173 | $6,183+48.3% | $5,432+68.9% | $4,876+88.1% |
| Participant deferral / active EE | $8,394 | $5,629+49.1% | $4,939+69.9% | $5,439+54.3% |
| Admin fee / account holder | $2,524 | $16,852-85.0% | $13,881-81.8% | $10,886-76.8% |