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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 | $15,133 | $81,763-81.5% | $58,561-74.2% | $139,466-89.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.99% | 7427.77%-7415.8pp | 4251.33%-4239.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $4,424 | $1,398+216.4% | $1,053+320.0% | $4,754-6.9% |
| Participant deferral / active EE | $1,875 | $2,555-26.6% | $1,923-2.5% | $6,712-72.1% |
| Admin fee / account holder | $2,090 | $3,273-36.1% | $2,520-17.1% | $11,409-81.7% |