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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 | $170,741 | $198,457-14.0% | $170,435+0.2% | $147,586+15.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.71% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $8,000 | $6,183+29.4% | $5,432+47.3% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,500 | $16,852-25.8% | $13,881-9.9% | $10,886+14.8% |