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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 | $18,905 | $96,338-80.4% | $80,589-76.5% | $139,427-86.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.69% | 1350.43%-1329.7pp | 935.83%-915.1pp | 373.27%-352.6pp |
| Employer contribution / active EE | $1,756 | $3,263-46.2% | $2,724-35.6% | $4,752-63.0% |
| Participant deferral / active EE | $3,436 | $5,234-34.3% | $4,449-22.8% | $6,711-48.8% |
| Admin fee / account holder | $616 | $6,600-90.7% | $5,379-88.5% | $11,404-94.6% |