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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 | $121,158 | $160,040-24.3% | $147,096-17.6% | $145,877-16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $10,500 | $5,289+98.5% | $4,936+112.7% | $4,663+125.2% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,691+348.4% |
| Admin fee / account holder | $1,756 | $15,050-88.3% | $13,005-86.5% | $13,402-86.9% |