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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 | $116,301 | $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 | 28.01% | 257.30%-229.3pp | 205.94%-177.9pp | 578.59%-550.6pp |
| Employer contribution / active EE | $44,333 | $6,183+617.0% | $5,432+716.1% | $4,876+809.1% |
| Participant deferral / active EE | $18,000 | $5,629+219.8% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $486 | $16,852-97.1% | $13,881-96.5% | $10,886-95.5% |