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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 | $109,269 | $95,975+13.9% | $74,549+46.6% | $135,379-19.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.88% | 56.96%-50.1pp | 32.53%-25.7pp | 519.79%-512.9pp |
| Employer contribution / active EE | $7,500 | $2,716+176.1% | $1,961+282.5% | $4,779+56.9% |
| Participant deferral / active EE | $13,000 | $3,844+238.2% | $3,108+318.3% | $5,609+131.8% |
| Admin fee / account holder | $2,461 | $6,522-62.3% | $5,059-51.4% | $10,828-77.3% |