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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 | $75,807 | $67,823+11.8% | $52,425+44.6% | $137,256-44.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.25% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,518 | $1,163+202.5% | $914+284.8% | $4,156-15.3% |
| Participant deferral / active EE | $18,875 | $2,288+725.0% | $1,790+954.2% | $6,407+194.6% |
| Admin fee / account holder | $559 | $2,844-80.4% | $2,495-77.6% | $12,270-95.4% |