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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 | $221,142 | $115,810+91.0% | $101,271+118.4% | $158,966+39.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.72% | 56.15%-40.4pp | 46.48%-30.8pp | 302.95%-287.2pp |
| Employer contribution / active EE | $15,750 | $4,175+277.2% | $3,660+330.3% | $4,762+230.7% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $429 | $7,248-94.1% | $5,948-92.8% | $11,250-96.2% |