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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 | $89,508 | $198,457-54.9% | $170,435-47.5% | $147,586-39.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.18% | 257.30%-237.1pp | 205.94%-185.8pp | 578.59%-558.4pp |
| Employer contribution / active EE | $25,489 | $6,183+312.2% | $5,432+369.2% | $4,876+422.7% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $2,888 | $16,852-82.9% | $13,881-79.2% | $10,886-73.5% |