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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 | $110,093-29.3% | $97,295-20.0% | $145,897-46.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.53% | 244.76%-232.2pp | 75.62%-63.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,600 | $3,077+17.0% | $2,723+32.2% | $4,663-22.8% |
| Participant deferral / active EE | $22,500 | $4,678+381.0% | $4,264+427.7% | $6,689+236.4% |
| Admin fee / account holder | $495 | $6,212-92.0% | $5,646-91.2% | $13,390-96.3% |