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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 | $117,443 | $198,461-40.8% | $170,436-31.1% | $147,585-20.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.59% | 257.30%-237.7pp | 205.94%-186.3pp | 578.57%-559.0pp |
| Employer contribution / active EE | $15,195 | $6,184+145.7% | $5,433+179.7% | $4,876+211.6% |
| Participant deferral / active EE | $3,718 | $5,629-34.0% | $4,939-24.7% | $5,439-31.6% |
| Admin fee / account holder | $3,540 | $16,852-79.0% | $13,880-74.5% | $10,885-67.5% |