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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 | $109,838 | $209,425-47.6% | $178,499-38.5% | $158,966-30.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.63% | 188.80%-167.2pp | 151.10%-129.5pp | 302.95%-281.3pp |
| Employer contribution / active EE | $8,429 | $5,707+47.7% | $5,011+68.2% | $4,762+77.0% |
| Participant deferral / active EE | $22,981 | $5,955+285.9% | $5,202+341.8% | $5,983+284.1% |
| Admin fee / account holder | $29,804 | $17,078+74.5% | $13,986+113.1% | $11,250+164.9% |