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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 | $180,955 | $198,457-8.8% | $170,435+6.2% | $147,586+22.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.70% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $10,846 | $6,183+75.4% | $5,432+99.7% | $4,876+122.4% |
| Participant deferral / active EE | $9,321 | $5,629+65.6% | $4,939+88.7% | $5,439+71.4% |
| Admin fee / account holder | $21,471 | $16,852+27.4% | $13,881+54.7% | $10,886+97.2% |