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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 | $99,504 | $198,457-49.9% | $170,435-41.6% | $147,586-32.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.78% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $8,604 | $6,183+39.2% | $5,432+58.4% | $4,876+76.4% |
| Participant deferral / active EE | $5,787 | $5,629+2.8% | $4,939+17.2% | $5,439+6.4% |
| Admin fee / account holder | $727 | $16,852-95.7% | $13,881-94.8% | $10,886-93.3% |