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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 | $23,668 | $81,763-71.1% | $58,561-59.6% | $139,466-83.0% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.6pp |
| Annual return | 18.79% | 7427.77%-7409.0pp | 4251.33%-4232.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,797 | $1,398+28.6% | $1,053+70.6% | $4,754-62.2% |
| Participant deferral / active EE | $3,750 | $2,555+46.8% | $1,923+95.0% | $6,712-44.1% |
| Admin fee / account holder | $1,345 | $3,273-58.9% | $2,520-46.6% | $11,409-88.2% |