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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 | $84,380 | $160,028-47.3% | $147,080-42.6% | $145,884-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $22,500 | $5,286+325.7% | $4,933+356.1% | $4,662+382.6% |
| Participant deferral / active EE | $4,964 | $8,422-41.1% | $8,066-38.5% | $6,690-25.8% |
| Admin fee / account holder | $844 | $15,030-94.4% | $12,989-93.5% | $13,392-93.7% |