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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 | $41,924 | $157,304-73.3% | $141,197-70.3% | $152,909-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.65% | 64.34%-47.7pp | 71.41%-54.8pp | 345.46%-328.8pp |
| Employer contribution / active EE | $12,500 | $5,263+137.5% | $4,736+163.9% | $4,764+162.4% |
| Participant deferral / active EE | $5,350 | $7,111-24.8% | $6,710-20.3% | $5,851-8.6% |
| Admin fee / account holder | $29,488 | $12,126+143.2% | $10,265+187.3% | $11,601+154.2% |