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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 | $132,016 | $106,280+24.2% | $96,538+36.7% | $139,487-5.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.26% | 38.48%-23.2pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $37,500 | $4,107+813.1% | $3,740+902.6% | $4,755+688.7% |
| Participant deferral / active EE | $27,000 | $5,457+394.8% | $4,880+453.2% | $6,713+302.2% |
| Admin fee / account holder | $2,408 | $7,888-69.5% | $6,737-64.3% | $11,407-78.9% |