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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 | $86,975 | $108,897-20.1% | $100,378-13.4% | $145,877-40.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 58.17%-43.3pp | 49.41%-34.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $13,299 | $4,420+200.9% | $3,942+237.4% | $4,663+185.2% |
| Participant deferral / active EE | $40,831 | $8,455+382.9% | $8,087+404.9% | $6,691+510.3% |
| Admin fee / account holder | $10,573 | $9,690+9.1% | $7,899+33.9% | $13,402-21.1% |