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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 | $167,331 | $95,664+74.9% | $76,902+117.6% | $139,487+20.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.96% | 55.03%-37.1pp | 37.91%-19.9pp | 373.84%-355.9pp |
| Employer contribution / active EE | $22,525 | $3,147+615.8% | $2,534+788.9% | $4,755+373.7% |
| Participant deferral / active EE | $13,500 | $4,626+191.8% | $3,833+252.2% | $6,713+101.1% |
| Admin fee / account holder | $665 | $8,311-92.0% | $5,479-87.9% | $11,407-94.2% |