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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 | $66,324 | $106,923-38.0% | $84,023-21.1% | $152,909-56.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.44% | 105.02%-87.6pp | 71.32%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $9,250 | $2,735+238.2% | $1,984+366.3% | $4,764+94.2% |
| Participant deferral / active EE | $20,000 | $4,013+398.4% | $3,239+517.4% | $5,851+241.8% |
| Admin fee / account holder | $586 | $8,289-92.9% | $6,102-90.4% | $11,601-95.0% |