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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 | $217,636 | $118,708+83.3% | $98,920+120.0% | $158,966+36.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.86% | 372.49%-358.6pp | 196.47%-182.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $15,000 | $3,334+349.9% | $2,689+457.7% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $738 | $10,134-92.7% | $6,643-88.9% | $11,250-93.4% |