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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 | $134,934 | $165,399-18.4% | $149,745-9.9% | $158,982-15.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.84% | 348.34%-309.5pp | 276.72%-237.9pp | 302.99%-264.1pp |
| Employer contribution / active EE | $9,883 | $5,105+93.6% | $4,646+112.7% | $4,763+107.5% |
| Participant deferral / active EE | $8,567 | $7,183+19.3% | $6,843+25.2% | $5,983+43.2% |
| Admin fee / account holder | $625 | $10,811-94.2% | $9,312-93.3% | $11,252-94.4% |