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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 | $14,249 | $102,696-86.1% | $86,235-83.5% | $139,487-89.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.69% | 1925.91%-1908.2pp | 1170.03%-1152.3pp | 373.84%-356.2pp |
| Employer contribution / active EE | $4,372 | $3,034+44.1% | $2,381+83.6% | $4,755-8.0% |
| Participant deferral / active EE | $4,971 | $4,679+6.2% | $3,987+24.7% | $6,713-25.9% |
| Admin fee / account holder | $2,819 | $8,667-67.5% | $6,856-58.9% | $11,407-75.3% |