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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 | $188,695 | $90,397+108.7% | $76,002+148.3% | $145,959+29.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.10% | 621.97%-603.9pp | 360.07%-342.0pp | 561.95%-543.8pp |
| Employer contribution / active EE | $13,333 | $3,317+301.9% | $2,688+396.0% | $4,661+186.1% |
| Participant deferral / active EE | $14,758 | $5,163+185.8% | $4,257+246.7% | $6,689+120.6% |
| Admin fee / account holder | $1,500 | $8,369-82.1% | $6,414-76.6% | $13,398-88.8% |