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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 | $245,644 | $110,337+122.6% | $102,383+139.9% | $145,877+68.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 24.83%-15.0pp | 24.94%-15.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $17,082 | $4,216+305.2% | $3,870+341.4% | $4,663+266.3% |
| Participant deferral / active EE | $21,000 | $5,621+273.6% | $5,060+315.0% | $6,691+213.9% |
| Admin fee / account holder | $1,926 | $9,750-80.2% | $8,391-77.1% | $13,402-85.6% |