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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 | $107,739 | $95,580+12.7% | $76,872+40.2% | $139,466-22.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.96% | 55.00%-40.0pp | 37.90%-22.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $6,031 | $3,145+91.8% | $2,533+138.1% | $4,754+26.9% |
| Participant deferral / active EE | $20,000 | $4,623+332.7% | $3,832+421.9% | $6,712+198.0% |
| Admin fee / account holder | $1,515 | $8,302-81.8% | $5,476-72.3% | $11,409-86.7% |