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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 | $118,692 | $198,457-40.2% | $170,435-30.4% | $147,586-19.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.09% | 257.30%-242.2pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $14,894 | $6,183+140.9% | $5,432+174.2% | $4,876+205.4% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $4,361 | $16,852-74.1% | $13,881-68.6% | $10,886-59.9% |