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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 | $104,449 | $198,457-47.4% | $170,435-38.7% | $147,586-29.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.99% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $13,486 | $6,183+118.1% | $5,432+148.3% | $4,876+176.6% |
| Participant deferral / active EE | $16,839 | $5,629+199.1% | $4,939+240.9% | $5,439+209.6% |
| Admin fee / account holder | $4,213 | $16,852-75.0% | $13,881-69.6% | $10,886-61.3% |