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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 | $129,476-32.3% | $93,515-6.3% | $158,982-44.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 19.76% | 118.56%-98.8pp | 78.21%-58.4pp | 302.99%-283.2pp |
| Employer contribution / active EE | $18,250 | $2,717+571.7% | $2,077+778.5% | $4,763+283.2% |
| Participant deferral / active EE | $26,000 | $3,916+564.0% | $3,129+731.1% | $5,983+334.5% |
| Admin fee / account holder | $405 | $7,396-94.5% | $5,235-92.3% | $11,252-96.4% |