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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 | $97,203 | $125,184-22.4% | $105,607-8.0% | $145,884-33.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.42% | 225.00%-209.6pp | 116.11%-100.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $13,704 | $3,720+268.4% | $3,167+332.7% | $4,662+193.9% |
| Participant deferral / active EE | $13,704 | $5,714+139.8% | $5,011+173.5% | $6,690+104.9% |
| Admin fee / account holder | $1,289 | $17,133-92.5% | $10,958-88.2% | $13,392-90.4% |