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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 | $143,889 | $121,677+18.3% | $104,625+37.5% | $158,966-9.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.25% | 465.58%-448.3pp | 340.60%-323.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $10,425 | $3,165+229.4% | $2,681+288.8% | $4,762+118.9% |
| Participant deferral / active EE | $9,816 | $4,175+135.1% | $3,738+162.6% | $5,983+64.1% |
| Admin fee / account holder | $500 | $7,777-93.6% | $6,465-92.3% | $11,250-95.6% |