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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 | $123,491 | $160,028-22.8% | $147,080-16.0% | $145,884-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.60%-79.6pp | 420.17%-401.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $13,922 | $5,286+163.4% | $4,933+182.2% | $4,662+198.6% |
| Participant deferral / active EE | $24,341 | $8,422+189.0% | $8,066+201.8% | $6,690+263.9% |
| Admin fee / account holder | $42,758 | $15,030+184.5% | $12,989+229.2% | $13,392+219.3% |