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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 | $71,531 | $106,905-33.1% | $84,020-14.9% | $152,885-53.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.51% | 105.00%-84.5pp | 71.31%-50.8pp | 345.39%-324.9pp |
| Employer contribution / active EE | $15,798 | $2,735+477.7% | $1,984+696.5% | $4,763+231.7% |
| Participant deferral / active EE | $25,000 | $4,012+523.1% | $3,239+671.9% | $5,851+327.3% |
| Admin fee / account holder | $396 | $8,287-95.2% | $6,101-93.5% | $11,598-96.6% |