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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 | $158,520 | $115,810+36.9% | $101,271+56.5% | $158,966-0.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.78% | 56.15%-47.4pp | 46.48%-37.7pp | 302.95%-294.2pp |
| Employer contribution / active EE | $18,574 | $4,175+344.8% | $3,660+407.5% | $4,762+290.0% |
| Participant deferral / active EE | $10,500 | $4,958+111.8% | $4,371+140.2% | $5,983+75.5% |
| Admin fee / account holder | $536 | $7,248-92.6% | $5,948-91.0% | $11,250-95.2% |