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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 | $200,581 | $121,677+64.8% | $104,625+91.7% | $158,966+26.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.25% | 465.58%-449.3pp | 340.60%-324.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $15,174 | $3,165+379.4% | $2,681+465.9% | $4,762+218.6% |
| Participant deferral / active EE | $9,888 | $4,175+136.8% | $3,738+164.6% | $5,983+65.3% |
| Admin fee / account holder | $1,502 | $7,777-80.7% | $6,465-76.8% | $11,250-86.6% |