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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 | $99,164 | $99,921-0.8% | $85,009+16.7% | $145,959-32.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.17% | 83.89%-63.7pp | 66.47%-46.3pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,200 | $3,233-62.9% | $2,728-56.0% | $4,661-74.3% |
| Participant deferral / active EE | $18,000 | $5,293+240.1% | $4,522+298.1% | $6,689+169.1% |
| Admin fee / account holder | $1,735 | $7,252-76.1% | $6,153-71.8% | $13,398-87.1% |