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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 | $46,288 | $198,457-76.7% | $170,435-72.8% | $147,586-68.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.72% | 257.30%-222.6pp | 205.94%-171.2pp | 578.59%-543.9pp |
| Employer contribution / active EE | $11,744 | $6,183+89.9% | $5,432+116.2% | $4,876+140.8% |
| Participant deferral / active EE | $7,179 | $5,629+27.5% | $4,939+45.3% | $5,439+32.0% |
| Admin fee / account holder | $659 | $16,852-96.1% | $13,881-95.3% | $10,886-93.9% |