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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 | $138,206 | $198,457-30.4% | $170,435-18.9% | $147,586-6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.75% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $8,065 | $6,183+30.4% | $5,432+48.5% | $4,876+65.4% |
| Participant deferral / active EE | $4,577 | $5,629-18.7% | $4,939-7.3% | $5,439-15.8% |
| Admin fee / account holder | $1,728 | $16,852-89.7% | $13,881-87.6% | $10,886-84.1% |