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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 | $149,992 | $197,637-24.1% | $177,848-15.7% | $158,982-5.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.31% | 58.77%-36.5pp | 48.33%-26.0pp | 302.99%-280.7pp |
| Employer contribution / active EE | $12,985 | $6,698+93.9% | $5,919+119.4% | $4,763+172.6% |
| Participant deferral / active EE | $12,704 | $8,405+51.2% | $7,714+64.7% | $5,983+112.3% |
| Admin fee / account holder | $2,205 | $15,406-85.7% | $12,431-82.3% | $11,252-80.4% |