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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 | $175,545 | $150,346+16.8% | $120,524+45.7% | $145,877+20.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.75% | 154.40%-144.7pp | 107.36%-97.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $7,000 | $4,353+60.8% | $3,469+101.8% | $4,663+50.1% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,324 | $12,215-89.2% | $9,440-86.0% | $13,402-90.1% |