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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 | $100,281 | $95,979+4.5% | $74,551+34.5% | $135,380-25.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 122.31% | 56.97%+65.3pp | 32.53%+89.8pp | 519.81%-397.5pp |
| Employer contribution / active EE | $16,250 | $2,716+498.2% | $1,961+728.6% | $4,779+240.0% |
| Participant deferral / active EE | $11,866 | $3,844+208.7% | $3,108+281.8% | $5,609+111.6% |
| Admin fee / account holder | $637 | $6,522-90.2% | $5,059-87.4% | $10,828-94.1% |