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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 | $74,272 | $102,595-27.6% | $94,057-21.0% | $154,746-52.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.95% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $10,155 | $3,147+222.7% | $2,933+246.2% | $4,379+131.9% |
| Participant deferral / active EE | $10,500 | $5,118+105.2% | $4,709+123.0% | $6,730+56.0% |
| Admin fee / account holder | $791 | $7,736-89.8% | $7,244-89.1% | $14,365-94.5% |