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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 | $150,480 | $148,623+1.2% | $135,974+10.7% | $139,466+7.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.20% | 79.30%-42.1pp | 68.30%-31.1pp | 373.66%-336.5pp |
| Employer contribution / active EE | $13,500 | $5,246+157.3% | $4,859+177.8% | $4,754+184.0% |
| Participant deferral / active EE | $17,500 | $8,103+116.0% | $7,760+125.5% | $6,712+160.7% |
| Admin fee / account holder | $1,478 | $12,406-88.1% | $10,767-86.3% | $11,409-87.0% |