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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 | $26,920 | $81,763-67.1% | $58,561-54.0% | $139,466-80.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 7427.77%-7409.6pp | 4251.33%-4233.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,636 | $1,398+17.0% | $1,053+55.3% | $4,754-65.6% |
| Participant deferral / active EE | $8,795 | $2,555+244.2% | $1,923+357.3% | $6,712+31.0% |
| Admin fee / account holder | $311 | $3,273-90.5% | $2,520-87.7% | $11,409-97.3% |