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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 | $110,410+46.5% | $102,437+57.9% | $145,897+10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.1pp |
| Employer contribution / active EE | $30,250 | $4,217+617.3% | $3,871+681.5% | $4,663+548.8% |
| Participant deferral / active EE | $20,250 | $5,622+260.2% | $5,060+300.2% | $6,689+202.7% |
| Admin fee / account holder | $1,152 | $9,745-88.2% | $8,388-86.3% | $13,390-91.4% |