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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 | $102,382-2.0% | $147,005-31.7% | $80,874+24.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.56% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.1pp |
| Employer contribution / active EE | $17,797 | $3,715+379.1% | $4,934+260.7% | $2,756+545.8% |
| Participant deferral / active EE | $16,177 | $6,646+143.4% | $8,070+100.5% | $4,297+276.5% |
| Admin fee / account holder | $19,638 | $7,942+147.3% | $13,006+51.0% | $6,935+183.2% |