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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 | $174,303 | $198,457-12.2% | $170,435+2.3% | $147,586+18.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.67% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $12,360 | $6,183+99.9% | $5,432+127.5% | $4,876+153.5% |
| Participant deferral / active EE | $23,000 | $5,629+308.6% | $4,939+365.6% | $5,439+322.9% |
| Admin fee / account holder | $571 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |