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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 | $87,465 | $101,063-13.5% | $81,473+7.4% | $147,586-40.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.20% | 32.41%-7.2pp | 38.78%-13.6pp | 578.59%-553.4pp |
| Employer contribution / active EE | $21,107 | $3,206+558.4% | $2,568+721.9% | $4,876+332.8% |
| Participant deferral / active EE | $12,750 | $4,242+200.5% | $3,537+260.5% | $5,439+134.4% |
| Admin fee / account holder | $748 | $5,812-87.1% | $4,561-83.6% | $10,886-93.1% |