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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 | $49,446 | $112,121-55.9% | $95,960-48.5% | $158,966-68.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.86% | 171.16%-155.3pp | 91.63%-75.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $37,500 | $3,199+1072.2% | $2,541+1375.6% | $4,762+687.4% |
| Participant deferral / active EE | $26,000 | $4,784+443.5% | $4,167+524.0% | $5,983+334.6% |
| Admin fee / account holder | $305,458 | $10,135+2913.9% | $6,797+4394.0% | $11,250+2615.2% |