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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 | $92,316 | $198,462-53.5% | $170,439-45.8% | $147,585-37.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 257.30%-239.3pp | 205.94%-187.9pp | 578.58%-560.6pp |
| Employer contribution / active EE | $9,789 | $6,184+58.3% | $5,433+80.2% | $4,876+100.7% |
| Participant deferral / active EE | $7,426 | $5,629+31.9% | $4,939+50.3% | $5,439+36.5% |
| Admin fee / account holder | $1,250 | $16,852-92.6% | $13,881-91.0% | $10,886-88.5% |