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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 | $95,551 | $108,911-12.3% | $100,392-4.8% | $145,884-34.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.35% | 58.23%-42.9pp | 49.45%-34.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $20,087 | $4,420+354.5% | $3,941+409.6% | $4,662+330.8% |
| Participant deferral / active EE | $15,000 | $8,459+77.3% | $8,090+85.4% | $6,690+124.2% |
| Admin fee / account holder | $451 | $9,698-95.4% | $7,904-94.3% | $13,392-96.6% |