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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 | $134,959 | $198,457-32.0% | $170,435-20.8% | $147,586-8.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.43% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $9,264 | $6,183+49.8% | $5,432+70.5% | $4,876+90.0% |
| Participant deferral / active EE | $7,921 | $5,629+40.7% | $4,939+60.4% | $5,439+45.6% |
| Admin fee / account holder | $15,084 | $16,852-10.5% | $13,881+8.7% | $10,886+38.6% |