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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 | $100,917 | $91,537+10.2% | $130,045-22.4% | $75,173+34.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.12% | -631.55%+649.7pp | -137.30%+155.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $9,439 | $2,845+231.8% | $4,321+118.4% | $2,671+253.4% |
| Participant deferral / active EE | $9,693 | $4,343+123.2% | $5,820+66.6% | $4,126+134.9% |
| Admin fee / account holder | $538 | $6,780-92.1% | $10,600-94.9% | $5,651-90.5% |