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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 | $155,408 | $100,938+54.0% | $90,461+71.8% | $158,982-2.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.62% | 1727.20%-1705.6pp | 1294.76%-1273.1pp | 302.99%-281.4pp |
| Employer contribution / active EE | $21,142 | $3,691+472.7% | $3,264+547.8% | $4,763+343.9% |
| Participant deferral / active EE | $18,000 | $4,350+313.8% | $3,964+354.0% | $5,983+200.8% |
| Admin fee / account holder | $938 | $6,510-85.6% | $5,617-83.3% | $11,252-91.7% |