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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 | $149,868 | $149,040+0.6% | $120,225+24.7% | $137,256+9.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.16% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $21,000 | $4,350+382.7% | $3,475+504.2% | $4,156+405.3% |
| Participant deferral / active EE | $23,500 | $4,655+404.9% | $3,999+487.7% | $6,407+266.8% |
| Admin fee / account holder | $853 | $6,348-86.6% | $5,696-85.0% | $12,270-93.0% |