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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 | $76,608-44.7% | $56,077-24.4% | $145,877-71.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 3009.59%-2994.8pp | 1709.28%-1694.5pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,794 | $1,382+29.8% | $1,040+72.4% | $4,663-61.5% |
| Participant deferral / active EE | $9,687 | $2,624+269.1% | $1,954+395.7% | $6,691+44.8% |
| Admin fee / account holder | $607 | $3,325-81.7% | $2,825-78.5% | $13,402-95.5% |