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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 | $101,618-6.4% | $93,063+2.2% | $137,256-30.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $12,500 | $2,707+361.7% | $2,476+404.8% | $4,156+200.8% |
| Participant deferral / active EE | $4,837 | $4,279+13.0% | $3,958+22.2% | $6,407-24.5% |
| Admin fee / account holder | $7,630 | $6,198+23.1% | $6,033+26.5% | $12,270-37.8% |