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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 | $95,096 | $177,353-46.4% | $158,226-39.9% | $198,609-52.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 13.97% | 599.50%-585.5pp | 501.41%-487.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $12,500 | $3,239+286.0% | $2,986+318.7% | $5,055+147.3% |
| Participant deferral / active EE | $4,837 | $4,615+4.8% | $4,317+12.1% | $6,977-30.7% |
| Admin fee / account holder | $7,630 | $10,960-30.4% | $10,217-25.3% | $19,030-59.9% |