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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 | $96,456 | $165,381-41.7% | $149,730-35.6% | $158,966-39.3% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 108.39% | 348.29%-239.9pp | 276.70%-168.3pp | 302.95%-194.6pp |
| Employer contribution / active EE | $12,335 | $5,104+141.7% | $4,645+165.5% | $4,762+159.0% |
| Participant deferral / active EE | $13,912 | $7,182+93.7% | $6,843+103.3% | $5,983+132.5% |
| Admin fee / account holder | $884 | $10,809-91.8% | $9,310-90.5% | $11,250-92.1% |