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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 | $196,338 | $148,629+32.1% | $135,982+44.4% | $139,487+40.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.60% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $7,500 | $5,247+43.0% | $4,859+54.4% | $4,755+57.7% |
| Participant deferral / active EE | $22,500 | $8,102+177.7% | $7,760+190.0% | $6,713+235.2% |
| Admin fee / account holder | $4,000 | $12,406-67.8% | $10,767-62.9% | $11,407-64.9% |