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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 | $149,267 | $103,008+44.9% | $90,304+65.3% | $152,897-2.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.14% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $25,000 | $3,139+696.3% | $2,855+775.7% | $4,764+424.8% |
| Participant deferral / active EE | $25,500 | $4,281+495.6% | $3,885+556.4% | $5,851+335.8% |
| Admin fee / account holder | $390 | $6,175-93.7% | $5,354-92.7% | $11,599-96.6% |