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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 | $15,475 | $109,905-85.9% | $98,506-84.3% | $167,553-90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.77% | 1960.20%-1939.4pp | 1494.92%-1474.1pp | 478.89%-458.1pp |
| Employer contribution / active EE | $1,731 | $3,226-46.3% | $2,961-41.5% | $4,840-64.2% |
| Participant deferral / active EE | $1,344 | $4,674-71.3% | $4,277-68.6% | $6,343-78.8% |
| Admin fee / account holder | $450 | $6,760-93.3% | $5,955-92.4% | $12,316-96.3% |