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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 | $18,943 | $68,097-72.2% | $62,929-69.9% | $137,256-86.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.28% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $705 | $2,811-74.9% | $2,505-71.8% | $4,156-83.0% |
| Participant deferral / active EE | $7,831 | $4,553+72.0% | $3,888+101.4% | $6,407+22.2% |
| Admin fee / account holder | $1,035 | $6,521-84.1% | $5,065-79.6% | $12,270-91.6% |