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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 | $106,550 | $198,457-46.3% | $170,435-37.5% | $147,586-27.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.29% | 257.30%-245.0pp | 205.94%-193.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $8,328 | $6,183+34.7% | $5,432+53.3% | $4,876+70.8% |
| Participant deferral / active EE | $6,060 | $5,629+7.6% | $4,939+22.7% | $5,439+11.4% |
| Admin fee / account holder | $350 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |