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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 | $210,521 | $97,289+116.4% | $92,805+126.8% | $155,188+35.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.77% | 29.03%-14.3pp | 31.59%-16.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $11,250 | $3,632+209.8% | $3,424+228.6% | $4,248+164.8% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,187 | $12,015-65.1% | $10,911-61.6% | $14,480-71.1% |