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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 | $87,013 | $198,457-56.2% | $170,435-48.9% | $147,586-41.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.28% | 257.30%-230.0pp | 205.94%-178.7pp | 578.59%-551.3pp |
| Employer contribution / active EE | $14,714 | $6,183+138.0% | $5,432+170.9% | $4,876+201.7% |
| Participant deferral / active EE | $9,425 | $5,629+67.4% | $4,939+90.8% | $5,439+73.3% |
| Admin fee / account holder | $1,404 | $16,852-91.7% | $13,881-89.9% | $10,886-87.1% |