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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 | $77,793 | $109,967-29.3% | $97,197-20.0% | $145,877-46.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.53% | 244.27%-231.7pp | 75.47%-62.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,600 | $3,077+17.0% | $2,723+32.2% | $4,663-22.8% |
| Participant deferral / active EE | $22,500 | $4,676+381.1% | $4,263+427.8% | $6,691+236.3% |
| Admin fee / account holder | $495 | $6,199-92.0% | $5,637-91.2% | $13,402-96.3% |