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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 | $99,987 | $175,257-42.9% | $149,717-33.2% | $139,456-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,210 | $5,477-41.4% | $4,820-33.4% | $4,753-32.5% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,711+235.3% |
| Admin fee / account holder | $596 | $16,156-96.3% | $13,213-95.5% | $11,407-94.8% |