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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 | $84,620 | $175,231-51.7% | $149,696-43.5% | $139,466-39.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.11% | 166.77%-143.7pp | 134.46%-111.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $19,800 | $5,478+261.4% | $4,821+310.7% | $4,754+316.5% |
| Participant deferral / active EE | $30,000 | $6,521+360.0% | $5,682+428.0% | $6,712+347.0% |
| Admin fee / account holder | $815 | $16,155-95.0% | $13,212-93.8% | $11,409-92.9% |