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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 | $80,230 | $108,942-26.4% | $100,415-20.1% | $145,897-45.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 58.27%-37.1pp | 49.47%-28.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $10,512 | $4,422+137.7% | $3,943+166.6% | $4,663+125.5% |
| Participant deferral / active EE | $11,147 | $8,461+31.7% | $8,091+37.8% | $6,689+66.6% |
| Admin fee / account holder | $336 | $9,702-96.5% | $7,906-95.7% | $13,390-97.5% |