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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 | $71,498 | $198,457-64.0% | $170,435-58.0% | $147,586-51.6% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 10.41% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $11,437 | $6,183+85.0% | $5,432+110.5% | $4,876+134.5% |
| Participant deferral / active EE | $6,631 | $5,629+17.8% | $4,939+34.2% | $5,439+21.9% |
| Admin fee / account holder | $61,760 | $16,852+266.5% | $13,881+344.9% | $10,886+467.3% |