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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 | $61,812 | $198,457-68.9% | $170,435-63.7% | $147,586-58.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.34% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $12,702 | $6,183+105.4% | $5,432+133.8% | $4,876+160.5% |
| Participant deferral / active EE | $12,093 | $5,629+114.8% | $4,939+144.8% | $5,439+122.4% |
| Admin fee / account holder | $425 | $16,852-97.5% | $13,881-96.9% | $10,886-96.1% |