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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 | $100,499 | $176,402-43.0% | $134,162-25.1% | $158,966-36.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 38.91% | 63.66%-24.7pp | 36.35%+2.6pp | 302.95%-264.0pp |
| Employer contribution / active EE | $12,625 | $5,042+150.4% | $3,705+240.7% | $4,762+165.1% |
| Participant deferral / active EE | $5,185 | $4,093+26.7% | $3,500+48.2% | $5,983-13.3% |
| Admin fee / account holder | $16,171 | $8,719+85.5% | $6,685+141.9% | $11,250+43.7% |