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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 | $69,935 | $81,763-14.5% | $58,561+19.4% | $139,466-49.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.19% | 7427.77%-7404.6pp | 4251.33%-4228.1pp | 373.66%-350.5pp |
| Employer contribution / active EE | $940 | $1,398-32.8% | $1,053-10.8% | $4,754-80.2% |
| Participant deferral / active EE | $7,785 | $2,555+204.7% | $1,923+304.8% | $6,712+16.0% |
| Admin fee / account holder | $1,299 | $3,273-60.3% | $2,520-48.5% | $11,409-88.6% |