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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 | $76,519-80.1% | $56,025-72.8% | $145,897-89.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 3017.03%-3004.7pp | 1712.69%-1700.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,451 | $1,383+4.9% | $1,042+39.3% | $4,663-68.9% |
| Participant deferral / active EE | $4,165 | $2,624+58.7% | $1,955+113.1% | $6,689-37.7% |
| Admin fee / account holder | $10,077 | $3,331+202.6% | $2,828+256.3% | $13,390-24.7% |