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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 | $105,149+15.6% | $94,659+28.4% | $139,427-12.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.72% | 38.04%-17.3pp | 156.75%-136.0pp | 373.27%-352.5pp |
| Employer contribution / active EE | $2,787 | $4,106-32.1% | $3,673-24.1% | $4,752-41.3% |
| Participant deferral / active EE | $22,500 | $7,600+196.0% | $7,419+203.3% | $6,711+235.3% |
| Admin fee / account holder | $513 | $8,986-94.3% | $7,232-92.9% | $11,404-95.5% |