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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 | $42,368 | $76,519-44.6% | $56,025-24.4% | $145,897-71.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 3017.03%-3002.3pp | 1712.69%-1697.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,794 | $1,383+29.7% | $1,042+72.2% | $4,663-61.5% |
| Participant deferral / active EE | $9,687 | $2,624+269.1% | $1,955+395.6% | $6,689+44.8% |
| Admin fee / account holder | $607 | $3,331-81.8% | $2,828-78.5% | $13,390-95.5% |