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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 | $72,001 | $198,457-63.7% | $170,435-57.8% | $147,586-51.2% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 14.97% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $15,267 | $6,183+146.9% | $5,432+181.0% | $4,876+213.1% |
| Participant deferral / active EE | $17,934 | $5,629+218.6% | $4,939+263.1% | $5,439+229.7% |
| Admin fee / account holder | $46,374 | $16,852+175.2% | $13,881+234.1% | $10,886+326.0% |