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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 | $18,737 | $76,608-75.5% | $56,077-66.6% | $145,877-87.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 3009.59%-2999.0pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,468 | $1,382+6.2% | $1,040+41.1% | $4,663-68.5% |
| Participant deferral / active EE | $4,022 | $2,624+53.3% | $1,954+105.8% | $6,691-39.9% |
| Admin fee / account holder | $9,350 | $3,325+181.2% | $2,825+231.0% | $13,402-30.2% |