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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 | $178,253 | $198,457-10.2% | $170,435+4.6% | $147,586+20.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.48% | 257.30%-240.8pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $9,725 | $6,183+57.3% | $5,432+79.0% | $4,876+99.4% |
| Participant deferral / active EE | $6,363 | $5,629+13.0% | $4,939+28.8% | $5,439+17.0% |
| Admin fee / account holder | $576 | $16,852-96.6% | $13,881-95.9% | $10,886-94.7% |