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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 | $15,262 | $76,634-80.1% | $56,054-72.8% | $145,978-89.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 3004.33%-2992.0pp | 1705.95%-1693.7pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,451 | $1,380+5.1% | $1,039+39.6% | $4,662-68.9% |
| Participant deferral / active EE | $4,165 | $2,622+58.8% | $1,952+113.4% | $6,690-37.7% |
| Admin fee / account holder | $10,077 | $3,321+203.4% | $2,822+257.0% | $13,400-24.8% |