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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 | $149,198 | $106,923+39.5% | $84,023+77.6% | $152,909-2.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.34% | 105.02%-82.7pp | 71.32%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $19,513 | $2,735+613.3% | $1,984+883.6% | $4,764+309.6% |
| Participant deferral / active EE | $12,500 | $4,013+211.5% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $4,830 | $8,289-41.7% | $6,102-20.8% | $11,601-58.4% |