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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 | $41,431 | $198,457-79.1% | $170,435-75.7% | $147,586-71.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.54% | 257.30%-247.8pp | 205.94%-196.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $8,453 | $6,183+36.7% | $5,432+55.6% | $4,876+73.4% |
| Participant deferral / active EE | $6,242 | $5,629+10.9% | $4,939+26.4% | $5,439+14.8% |
| Admin fee / account holder | $26,583 | $16,852+57.7% | $13,881+91.5% | $10,886+144.2% |