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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 | $87,466 | $99,995-12.5% | $85,063+2.8% | $145,978-40.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 83.99%-68.2pp | 66.54%-50.7pp | 550.52%-534.7pp |
| Employer contribution / active EE | $5,487 | $3,231+69.8% | $2,727+101.2% | $4,662+17.7% |
| Participant deferral / active EE | $22,000 | $5,295+315.5% | $4,523+386.4% | $6,690+228.9% |
| Admin fee / account holder | $443 | $7,255-93.9% | $6,155-92.8% | $13,400-96.7% |