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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 | $114,202 | $226,135-49.5% | $182,558-37.4% | $152,909-25.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.90% | 192.60%-175.7pp | 148.59%-131.7pp | 345.46%-328.6pp |
| Employer contribution / active EE | $32,000 | $4,979+542.7% | $4,076+685.1% | $4,764+571.7% |
| Participant deferral / active EE | $22,000 | $6,371+245.3% | $5,526+298.1% | $5,851+276.0% |
| Admin fee / account holder | $523 | $10,707-95.1% | $8,594-93.9% | $11,601-95.5% |