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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 | $156,982 | $115,814+35.5% | $101,275+55.0% | $158,982-1.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.86% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $17,959 | $4,176+330.1% | $3,660+390.7% | $4,763+277.1% |
| Participant deferral / active EE | $25,000 | $4,958+404.2% | $4,371+472.0% | $5,983+317.8% |
| Admin fee / account holder | $1,446 | $7,249-80.1% | $5,948-75.7% | $11,252-87.1% |