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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 | $242,532 | $111,535+117.4% | $105,223+130.5% | $137,256+76.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.23% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $13,929 | $3,939+253.6% | $3,689+277.6% | $4,156+235.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,147 | $9,721-77.9% | $8,859-75.8% | $12,270-82.5% |