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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 | $100,862 | $198,462-49.2% | $170,439-40.8% | $147,585-31.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.66% | 257.30%-238.6pp | 205.94%-187.3pp | 578.58%-559.9pp |
| Employer contribution / active EE | $11,570 | $6,184+87.1% | $5,433+113.0% | $4,876+137.3% |
| Participant deferral / active EE | $5,581 | $5,629-0.9% | $4,939+13.0% | $5,439+2.6% |
| Admin fee / account holder | $652 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |