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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 | $34,209 | $81,763-58.2% | $58,561-41.6% | $139,466-75.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 7427.77%-7415.1pp | 4251.33%-4238.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $3,118 | $1,398+123.0% | $1,053+196.0% | $4,754-34.4% |
| Participant deferral / active EE | $3,894 | $2,555+52.4% | $1,923+102.5% | $6,712-42.0% |
| Admin fee / account holder | $1,727 | $3,273-47.2% | $2,520-31.5% | $11,409-84.9% |