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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 | $121,771 | $198,462-38.6% | $170,439-28.6% | $147,585-17.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.89% | 257.30%-240.4pp | 205.94%-189.1pp | 578.58%-561.7pp |
| Employer contribution / active EE | $8,222 | $6,184+33.0% | $5,433+51.3% | $4,876+68.6% |
| Participant deferral / active EE | $5,762 | $5,629+2.4% | $4,939+16.6% | $5,439+5.9% |
| Admin fee / account holder | $1,946 | $16,852-88.5% | $13,881-86.0% | $10,886-82.1% |