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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 | $161,758 | $110,337+46.6% | $102,383+58.0% | $145,877+10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $30,250 | $4,216+617.5% | $3,870+681.6% | $4,663+548.7% |
| Participant deferral / active EE | $20,250 | $5,621+260.3% | $5,060+300.2% | $6,691+202.7% |
| Admin fee / account holder | $1,152 | $9,750-88.2% | $8,391-86.3% | $13,402-91.4% |