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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 | $108,897-26.3% | $100,378-20.1% | $145,877-45.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 58.17%-37.0pp | 49.41%-28.2pp | 551.28%-530.1pp |
| Employer contribution / active EE | $10,512 | $4,420+137.8% | $3,942+166.7% | $4,663+125.4% |
| Participant deferral / active EE | $11,147 | $8,455+31.8% | $8,087+37.8% | $6,691+66.6% |
| Admin fee / account holder | $336 | $9,690-96.5% | $7,899-95.7% | $13,402-97.5% |