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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 | $89,355 | $72,071+24.0% | $68,368+30.7% | $137,256-34.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.48% | 353.14%-328.7pp | 292.57%-268.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $19,534 | $2,788+600.7% | $2,649+637.4% | $4,156+370.0% |
| Participant deferral / active EE | $10,977 | $4,410+148.9% | $4,123+166.3% | $6,407+71.3% |
| Admin fee / account holder | $1,145 | $5,336-78.5% | $5,150-77.8% | $12,270-90.7% |