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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 | $94,521 | $102,638-7.9% | $81,991+15.3% | $158,966-40.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 23.18% | 61.05%-37.9pp | 41.31%-18.1pp | 302.95%-279.8pp |
| Employer contribution / active EE | $14,587 | $3,241+350.1% | $2,498+483.9% | $4,762+206.3% |
| Participant deferral / active EE | $12,800 | $4,649+175.3% | $3,722+243.9% | $5,983+113.9% |
| Admin fee / account holder | $678 | $8,237-91.8% | $5,665-88.0% | $11,250-94.0% |