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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 | $150,103 | $162,529-7.6% | $130,788+14.8% | $154,746-3.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.12% | 510.48%-491.4pp | 386.44%-367.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $8,531 | $4,447+91.8% | $3,558+139.8% | $4,379+94.8% |
| Participant deferral / active EE | $19,500 | $4,808+305.5% | $4,137+371.3% | $6,730+189.7% |
| Admin fee / account holder | $439 | $7,669-94.3% | $6,673-93.4% | $14,365-96.9% |