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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 | $110,871 | $198,470-44.1% | $170,444-35.0% | $147,585-24.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.83% | 257.30%-238.5pp | 205.94%-187.1pp | 578.56%-559.7pp |
| Employer contribution / active EE | $10,178 | $6,184+64.6% | $5,433+87.3% | $4,876+108.7% |
| Participant deferral / active EE | $7,714 | $5,629+37.0% | $4,939+56.2% | $5,439+41.8% |
| Admin fee / account holder | $1,102 | $16,852-93.5% | $13,881-92.1% | $10,885-89.9% |