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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 | $107,572 | $198,457-45.8% | $170,435-36.9% | $147,586-27.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 19.73% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $19,916 | $6,183+222.1% | $5,432+266.6% | $4,876+308.4% |
| Participant deferral / active EE | $8,573 | $5,629+52.3% | $4,939+73.6% | $5,439+57.6% |
| Admin fee / account holder | $1,157 | $16,852-93.1% | $13,881-91.7% | $10,886-89.4% |