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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 | $81,250 | $72,446+12.2% | $67,561+20.3% | $145,877-44.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.93% | 7211.98%-7201.1pp | 3525.44%-3514.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,664 | $3,072-45.8% | $2,735-39.1% | $4,663-64.3% |
| Participant deferral / active EE | $2,906 | $4,785-39.3% | $4,003-27.4% | $6,691-56.6% |
| Admin fee / account holder | $661 | $5,541-88.1% | $4,006-83.5% | $13,402-95.1% |