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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 | $88,007 | $115,814-24.0% | $101,275-13.1% | $158,982-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.65% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $14,944 | $4,176+257.9% | $3,660+308.3% | $4,763+213.8% |
| Participant deferral / active EE | $16,099 | $4,958+224.7% | $4,371+268.3% | $5,983+169.1% |
| Admin fee / account holder | $1,815 | $7,249-75.0% | $5,948-69.5% | $11,252-83.9% |