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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 | $120,386 | $125,190-3.8% | $105,624+14.0% | $145,897-17.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 225.22%-210.9pp | 116.20%-101.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $12,931 | $3,720+247.6% | $3,168+308.2% | $4,663+177.3% |
| Participant deferral / active EE | $16,500 | $5,716+188.7% | $5,013+229.2% | $6,689+146.7% |
| Admin fee / account holder | $795 | $17,138-95.4% | $10,961-92.7% | $13,390-94.1% |