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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 | $176,579 | $198,457-11.0% | $170,435+3.6% | $147,586+19.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.98% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $9,180 | $6,183+48.5% | $5,432+69.0% | $4,876+88.2% |
| Participant deferral / active EE | $5,770 | $5,629+2.5% | $4,939+16.8% | $5,439+6.1% |
| Admin fee / account holder | $66,978 | $16,852+297.4% | $13,881+382.5% | $10,886+515.3% |