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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 | $118,930 | $198,457-40.1% | $170,435-30.2% | $147,586-19.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.17% | 257.30%-242.1pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $12,486 | $6,183+101.9% | $5,432+129.8% | $4,876+156.0% |
| Participant deferral / active EE | $9,903 | $5,629+75.9% | $4,939+100.5% | $5,439+82.1% |
| Admin fee / account holder | $1,078 | $16,852-93.6% | $13,881-92.2% | $10,886-90.1% |