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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 | $10,944 | $81,749-86.6% | $58,544-81.3% | $139,456-92.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 28.38% | 7425.45%-7397.1pp | 4249.56%-4221.2pp | 373.45%-345.1pp |
| Employer contribution / active EE | $1,178 | $1,398-15.7% | $1,053+11.9% | $4,753-75.2% |
| Participant deferral / active EE | $1,570 | $2,555-38.6% | $1,923-18.4% | $6,711-76.6% |
| Admin fee / account holder | $4,212 | $3,272+28.7% | $2,520+67.1% | $11,407-63.1% |