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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 | $114,119+73.1% | $107,187+84.3% | $138,895+42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.82% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $17,500 | $4,059+331.2% | $3,782+362.7% | $4,194+317.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,799 | $10,024-82.0% | $9,162-80.4% | $12,562-85.7% |