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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 | $95,713 | $198,457-51.8% | $170,435-43.8% | $147,586-35.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.69% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $8,616 | $6,183+39.3% | $5,432+58.6% | $4,876+76.7% |
| Participant deferral / active EE | $5,559 | $5,629-1.2% | $4,939+12.5% | $5,439+2.2% |
| Admin fee / account holder | $922 | $16,852-94.5% | $13,881-93.4% | $10,886-91.5% |