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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 | $15,510 | $96,388-83.9% | $80,627-80.8% | $139,466-88.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.77% | 1352.08%-1337.3pp | 936.76%-922.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,217 | $3,260-62.7% | $2,723-55.3% | $4,754-74.4% |
| Participant deferral / active EE | $4,813 | $5,224-7.9% | $4,443+8.3% | $6,712-28.3% |
| Admin fee / account holder | $448 | $6,603-93.2% | $5,381-91.7% | $11,409-96.1% |