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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 | $147,281 | $198,462-25.8% | $170,439-13.6% | $147,585-0.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.93% | 257.30%-235.4pp | 205.94%-184.0pp | 578.58%-556.7pp |
| Employer contribution / active EE | $9,400 | $6,184+52.0% | $5,433+73.0% | $4,876+92.8% |
| Participant deferral / active EE | $2,168 | $5,629-61.5% | $4,939-56.1% | $5,439-60.1% |
| Admin fee / account holder | $1,149 | $16,852-93.2% | $13,881-91.7% | $10,886-89.4% |