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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 | $100,353 | $102,422-2.0% | $147,117-31.8% | $80,959+24.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.56% | 135.16%-112.6pp | 420.54%-398.0pp | 35.67%-13.1pp |
| Employer contribution / active EE | $17,797 | $3,717+378.7% | $4,932+260.8% | $2,757+545.5% |
| Participant deferral / active EE | $16,177 | $6,652+143.2% | $8,065+100.6% | $4,300+276.2% |
| Admin fee / account holder | $19,638 | $7,953+146.9% | $12,993+51.1% | $6,925+183.6% |