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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 | $100,404 | $183,988-45.4% | $162,177-38.1% | $152,897-34.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.42% | 150.79%-124.4pp | 115.60%-89.2pp | 345.43%-319.0pp |
| Employer contribution / active EE | $8,999 | $6,370+41.3% | $5,613+60.3% | $4,764+88.9% |
| Participant deferral / active EE | $12,667 | $8,032+57.7% | $7,297+73.6% | $5,851+116.5% |
| Admin fee / account holder | $951 | $13,123-92.8% | $10,843-91.2% | $11,599-91.8% |