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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 | $100,795 | $94,529+6.6% | $140,019-28.0% | $64,173+57.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 556.16% | 7.77%+548.4pp | 651.17%-95.0pp | 7.63%+548.5pp |
| Employer contribution / active EE | $20,833 | $3,812+446.5% | $5,605+271.7% | $2,381+775.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,917 | $6,741-71.6% | $10,705-82.1% | $4,887-60.8% |