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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 | $81,311 | $198,457-59.0% | $170,435-52.3% | $147,586-44.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.89% | 257.30%-232.4pp | 205.94%-181.1pp | 578.59%-553.7pp |
| Employer contribution / active EE | $10,121 | $6,183+63.7% | $5,432+86.3% | $4,876+107.5% |
| Participant deferral / active EE | $4,154 | $5,629-26.2% | $4,939-15.9% | $5,439-23.6% |
| Admin fee / account holder | $330 | $16,852-98.0% | $13,881-97.6% | $10,886-97.0% |