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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 | $110,986 | $202,440-45.2% | $169,390-34.5% | $139,466-20.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 532.36%-511.8pp | 406.07%-385.6pp | 373.66%-353.1pp |
| Employer contribution / active EE | $12,500 | $4,693+166.4% | $4,013+211.5% | $4,754+162.9% |
| Participant deferral / active EE | $10,867 | $6,940+56.6% | $6,222+74.6% | $6,712+61.9% |
| Admin fee / account holder | $10,869 | $10,722+1.4% | $9,015+20.6% | $11,409-4.7% |