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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 | $134,347 | $102,638+30.9% | $81,982+63.9% | $158,982-15.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 20.32% | 61.05%-40.7pp | 41.31%-21.0pp | 302.99%-282.7pp |
| Employer contribution / active EE | $13,491 | $3,241+316.3% | $2,498+440.0% | $4,763+183.3% |
| Participant deferral / active EE | $7,260 | $4,649+56.2% | $3,722+95.0% | $5,983+21.3% |
| Admin fee / account holder | $1,034 | $8,237-87.4% | $5,665-81.7% | $11,252-90.8% |