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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 | $81,258 | $108,897-25.4% | $100,378-19.0% | $145,877-44.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 58.17%-42.3pp | 49.41%-33.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $11,613 | $4,420+162.7% | $3,942+194.6% | $4,663+149.1% |
| Participant deferral / active EE | $26,276 | $8,455+210.8% | $8,087+224.9% | $6,691+292.7% |
| Admin fee / account holder | $961 | $9,690-90.1% | $7,899-87.8% | $13,402-92.8% |