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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 | $239,844 | $157,276+52.5% | $141,177+69.9% | $152,885+56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.99% | 64.33%-49.3pp | 71.40%-56.4pp | 345.39%-330.4pp |
| Employer contribution / active EE | $37,000 | $5,262+603.2% | $4,736+681.3% | $4,763+676.8% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $1,652 | $12,123-86.4% | $10,263-83.9% | $11,598-85.8% |