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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 | $150,372 | $165,381-9.1% | $149,730+0.4% | $158,966-5.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.21% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.7pp |
| Employer contribution / active EE | $12,500 | $5,104+144.9% | $4,645+169.1% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,033 | $10,809-16.4% | $9,310-3.0% | $11,250-19.7% |