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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 | $81,516 | $217,432-62.5% | $185,849-56.1% | $167,536-51.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.50% | 148.42%-134.9pp | 122.10%-108.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $17,500 | $5,875+197.9% | $5,169+238.6% | $4,839+261.6% |
| Participant deferral / active EE | $13,488 | $6,357+112.2% | $5,569+142.2% | $6,342+112.7% |
| Admin fee / account holder | $567 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |