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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 | $101,164 | $198,457-49.0% | $170,435-40.6% | $147,586-31.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.70% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $7,745 | $6,183+25.3% | $5,432+42.6% | $4,876+58.8% |
| Participant deferral / active EE | $5,565 | $5,629-1.2% | $4,939+12.7% | $5,439+2.3% |
| Admin fee / account holder | $466 | $16,852-97.2% | $13,881-96.6% | $10,886-95.7% |