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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 | $87,650 | $129,217-32.2% | $93,406-6.2% | $158,950-44.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 19.76% | 118.21%-98.5pp | 78.05%-58.3pp | 302.91%-283.2pp |
| Employer contribution / active EE | $18,250 | $2,711+573.1% | $2,075+779.5% | $4,762+283.2% |
| Participant deferral / active EE | $26,000 | $3,909+565.2% | $3,126+731.8% | $5,983+334.6% |
| Admin fee / account holder | $405 | $7,383-94.5% | $5,230-92.3% | $11,248-96.4% |