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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 | $14,315 | $81,763-82.5% | $58,561-75.6% | $139,466-89.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 7427.77%-7408.2pp | 4251.33%-4231.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $3,351 | $1,398+139.7% | $1,053+218.1% | $4,754-29.5% |
| Participant deferral / active EE | $5,420 | $2,555+112.1% | $1,923+181.8% | $6,712-19.3% |
| Admin fee / account holder | $316 | $3,273-90.3% | $2,520-87.5% | $11,409-97.2% |