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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 | $217,339 | $106,267+104.5% | $96,520+125.2% | $139,456+55.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.65% | 38.45%-19.8pp | 35.72%-17.1pp | 373.45%-354.8pp |
| Employer contribution / active EE | $25,700 | $4,105+526.1% | $3,739+587.4% | $4,753+440.7% |
| Participant deferral / active EE | $30,000 | $5,454+450.0% | $4,879+514.9% | $6,711+347.0% |
| Admin fee / account holder | $2,028 | $7,882-74.3% | $6,733-69.9% | $11,407-82.2% |