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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 | $121,577 | $105,158+15.6% | $94,672+28.4% | $139,487-12.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.72% | 38.11%-17.4pp | 156.89%-136.2pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,787 | $4,107-32.1% | $3,673-24.1% | $4,755-41.4% |
| Participant deferral / active EE | $22,500 | $7,599+196.1% | $7,417+203.3% | $6,713+235.2% |
| Admin fee / account holder | $513 | $8,972-94.3% | $7,222-92.9% | $11,407-95.5% |