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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 | $126,662 | $88,710+42.8% | $81,783+54.9% | $145,959-13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.86% | 1027.26%-1013.4pp | 775.05%-761.2pp | 561.95%-548.1pp |
| Employer contribution / active EE | $12,500 | $3,083+305.4% | $2,913+329.2% | $4,661+168.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,250 | $8,407+33.8% | $7,380+52.4% | $13,398-16.0% |