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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 | $137,790 | $183,539-24.9% | $155,556-11.4% | $145,897-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $13,333 | $5,315+150.9% | $4,675+185.2% | $4,663+186.0% |
| Participant deferral / active EE | $14,000 | $6,467+116.5% | $5,631+148.6% | $6,689+109.3% |
| Admin fee / account holder | $64,387 | $19,275+234.0% | $15,885+305.3% | $13,390+380.8% |