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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 | $55,225 | $81,763-32.5% | $58,561-5.7% | $139,466-60.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.05% | 7427.77%-7401.7pp | 4251.33%-4225.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $2,663 | $1,398+90.5% | $1,053+152.8% | $4,754-44.0% |
| Participant deferral / active EE | $22,500 | $2,555+780.7% | $1,923+1070.0% | $6,712+235.2% |
| Admin fee / account holder | $368 | $3,273-88.8% | $2,520-85.4% | $11,409-96.8% |