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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 | $151,805 | $110,093+37.9% | $97,295+56.0% | $145,897+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 244.76%-231.9pp | 75.62%-62.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,000 | $3,077+30.0% | $2,723+46.9% | $4,663-14.2% |
| Participant deferral / active EE | $16,533 | $4,678+253.4% | $4,264+287.8% | $6,689+147.2% |
| Admin fee / account holder | $1,565 | $6,212-74.8% | $5,646-72.3% | $13,390-88.3% |