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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 | $123,663 | $105,856+16.8% | $90,161+37.2% | $147,586-16.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.87% | 37.63%-25.8pp | 34.89%-23.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $38,615 | $4,126+835.8% | $3,318+1063.8% | $4,876+691.9% |
| Participant deferral / active EE | $15,000 | $5,733+161.7% | $5,287+183.7% | $5,439+175.8% |
| Admin fee / account holder | $784 | $8,046-90.3% | $5,943-86.8% | $10,886-92.8% |