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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 | $103,224 | $198,457-48.0% | $170,435-39.4% | $147,586-30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.24% | 257.30%-236.1pp | 205.94%-184.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $9,173 | $6,183+48.4% | $5,432+68.9% | $4,876+88.1% |
| Participant deferral / active EE | $9,215 | $5,629+63.7% | $4,939+86.6% | $5,439+69.4% |
| Admin fee / account holder | $840 | $16,852-95.0% | $13,881-94.0% | $10,886-92.3% |