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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 | $177,842 | $103,038+72.6% | $90,324+96.9% | $152,909+16.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.37% | 95.25%-80.9pp | 78.15%-63.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $23,750 | $3,141+656.2% | $2,856+731.6% | $4,764+398.5% |
| Participant deferral / active EE | $25,000 | $4,282+483.9% | $3,885+543.4% | $5,851+327.3% |
| Admin fee / account holder | $6,647 | $6,177+7.6% | $5,356+24.1% | $11,601-42.7% |