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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 | $133,905 | $110,240+21.5% | $96,544+38.7% | $139,487-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 107.06% | 26.41%+80.6pp | 25.88%+81.2pp | 373.84%-266.8pp |
| Employer contribution / active EE | $15,750 | $3,622+334.8% | $2,966+431.0% | $4,755+231.3% |
| Participant deferral / active EE | $13,940 | $5,549+151.2% | $4,851+187.3% | $6,713+107.7% |
| Admin fee / account holder | $28,151 | $11,602+142.6% | $8,254+241.0% | $11,407+146.8% |