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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 | $235,021 | $101,063+132.5% | $81,473+188.5% | $147,586+59.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.25% | 32.41%-22.2pp | 38.78%-28.5pp | 578.59%-568.3pp |
| Employer contribution / active EE | $15,000 | $3,206+367.9% | $2,568+484.1% | $4,876+207.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $750 | $5,812-87.1% | $4,561-83.6% | $10,886-93.1% |