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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 | $90,614+108.2% | $76,089+148.0% | $145,877+29.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.10% | 623.80%-605.7pp | 360.94%-342.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $13,333 | $3,324+301.1% | $2,690+395.7% | $4,663+185.9% |
| Participant deferral / active EE | $14,758 | $5,168+185.6% | $4,259+246.5% | $6,691+120.6% |
| Admin fee / account holder | $1,500 | $8,376-82.1% | $6,418-76.6% | $13,402-88.8% |