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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 | $14,542 | $68,097-78.6% | $62,929-76.9% | $137,256-89.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.90% | 1859.11%-1847.2pp | 1063.93%-1052.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $737 | $2,811-73.8% | $2,505-70.6% | $4,156-82.3% |
| Participant deferral / active EE | $1,142 | $4,553-74.9% | $3,888-70.6% | $6,407-82.2% |
| Admin fee / account holder | $3,549 | $6,521-45.6% | $5,065-29.9% | $12,270-71.1% |