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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 | $106,075 | $185,225-42.7% | $142,898-25.8% | $167,553-36.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.93% | 8558.12%-8545.2pp | 5639.64%-5626.7pp | 478.89%-466.0pp |
| Employer contribution / active EE | $12,680 | $5,607+126.1% | $4,146+205.8% | $4,840+162.0% |
| Participant deferral / active EE | $12,199 | $4,496+171.4% | $3,838+217.8% | $6,343+92.3% |
| Admin fee / account holder | $565 | $8,032-93.0% | $6,560-91.4% | $12,316-95.4% |