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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 | $184,099 | $210,698-12.6% | $178,014+3.4% | $145,959+26.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 386.27%-374.5pp | 294.80%-283.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $12,750 | $4,567+179.2% | $3,950+222.8% | $4,661+173.6% |
| Participant deferral / active EE | $23,000 | $6,958+230.5% | $6,276+266.5% | $6,689+243.9% |
| Admin fee / account holder | $3,478 | $12,016-71.1% | $10,362-66.4% | $13,398-74.0% |