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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 | $158,656 | $185,856-14.6% | $170,028-6.7% | $139,456+13.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 398.91% | 60.52%+338.4pp | 53.39%+345.5pp | 373.45%+25.5pp |
| Employer contribution / active EE | $2,752 | $7,593-63.8% | $6,788-59.5% | $4,753-42.1% |
| Participant deferral / active EE | $18,877 | $11,623+62.4% | $10,409+81.4% | $6,711+181.3% |
| Admin fee / account holder | $453 | $15,387-97.1% | $12,820-96.5% | $11,407-96.0% |