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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 | $29,597 | $81,668-63.8% | $58,507-49.4% | $139,487-78.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.32% | 7430.07%-7415.8pp | 4252.32%-4238.0pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,735 | $1,398+24.1% | $1,053+64.7% | $4,755-63.5% |
| Participant deferral / active EE | $5,854 | $2,554+129.2% | $1,922+204.5% | $6,713-12.8% |
| Admin fee / account holder | $1,671 | $3,212-48.0% | $2,486-32.8% | $11,407-85.4% |