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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 | $126,113-24.6% | $116,096-18.1% | $155,188-38.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 13.97% | 391.72%-377.7pp | 326.25%-312.3pp | 148.84%-134.9pp |
| Employer contribution / active EE | $12,500 | $2,672+367.9% | $2,503+399.3% | $4,248+194.3% |
| Participant deferral / active EE | $4,837 | $4,162+16.2% | $3,952+22.4% | $6,531-25.9% |
| Admin fee / account holder | $7,630 | $8,045-5.2% | $7,704-1.0% | $14,480-47.3% |