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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 | $98,846 | $102,938-4.0% | $94,105+5.0% | $138,895-28.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 12.19% | 250.28%-238.1pp | 204.55%-192.4pp | 145.39%-133.2pp |
| Employer contribution / active EE | $12,500 | $2,732+357.6% | $2,504+399.1% | $4,194+198.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31,373 | $6,600+375.4% | $6,199+406.1% | $12,562+149.7% |