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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 | $100,255 | $176,105-43.1% | $159,474-37.1% | $167,536-40.2% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 16.09% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $9,463 | $5,299+78.6% | $4,831+95.9% | $4,839+95.5% |
| Participant deferral / active EE | $10,349 | $7,751+33.5% | $7,353+40.7% | $6,342+63.2% |
| Admin fee / account holder | $16,601 | $12,559+32.2% | $10,802+53.7% | $12,315+34.8% |