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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 | $158,555 | $198,457-20.1% | $170,435-7.0% | $147,586+7.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.51% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $10,735 | $6,183+73.6% | $5,432+97.6% | $4,876+120.1% |
| Participant deferral / active EE | $5,243 | $5,629-6.9% | $4,939+6.2% | $5,439-3.6% |
| Admin fee / account holder | $9,318 | $16,852-44.7% | $13,881-32.9% | $10,886-14.4% |