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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 | $66,214 | $198,457-66.6% | $170,435-61.2% | $147,586-55.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.33% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $8,887 | $6,183+43.7% | $5,432+63.6% | $4,876+82.2% |
| Participant deferral / active EE | $8,544 | $5,629+51.8% | $4,939+73.0% | $5,439+57.1% |
| Admin fee / account holder | $2,404 | $16,852-85.7% | $13,881-82.7% | $10,886-77.9% |