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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 | $198,056 | $165,381+19.8% | $149,730+32.3% | $158,966+24.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.32% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $12,500 | $5,104+144.9% | $4,645+169.1% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $828 | $10,809-92.3% | $9,310-91.1% | $11,250-92.6% |