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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 | $155,040 | $198,461-21.9% | $170,436-9.0% | $147,585+5.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.76% | 257.30%-235.5pp | 205.94%-184.2pp | 578.57%-556.8pp |
| Employer contribution / active EE | $13,651 | $6,184+120.8% | $5,433+151.3% | $4,876+179.9% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $4,067 | $16,852-75.9% | $13,880-70.7% | $10,885-62.6% |