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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 | $104,478 | $77,416+35.0% | $69,464+50.4% | $152,897-31.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.85% | 39.08%-18.2pp | 28.98%-8.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $19,980 | $3,315+502.8% | $2,779+618.9% | $4,764+319.4% |
| Participant deferral / active EE | $12,500 | $4,413+183.3% | $3,536+253.5% | $5,851+113.6% |
| Admin fee / account holder | $526 | $6,208-91.5% | $3,840-86.3% | $11,599-95.5% |