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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 | $157,933 | $166,242-5.0% | $165,071-4.3% | $145,884+8.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.80% | 100.44%-88.6pp | 70.17%-58.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $12,500 | $5,283+136.6% | $4,347+187.5% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,160 | $16,658-87.0% | $12,695-83.0% | $13,392-83.9% |