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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 | $197,596 | $111,535+77.2% | $105,223+87.8% | $137,256+44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.82% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $17,500 | $3,939+344.2% | $3,689+374.4% | $4,156+321.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,799 | $9,721-81.5% | $8,859-79.7% | $12,270-85.3% |