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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 | $182,880 | $197,637-7.5% | $177,848+2.8% | $158,982+15.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.74% | 58.77%-48.0pp | 48.33%-37.6pp | 302.99%-292.3pp |
| Employer contribution / active EE | $14,000 | $6,698+109.0% | $5,919+136.5% | $4,763+193.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,548 | $15,406-77.0% | $12,431-71.5% | $11,252-68.5% |