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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 | $29,737 | $115,911-74.3% | $100,530-70.4% | $158,950-81.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 705.81% | 34.80%+671.0pp | 30.89%+674.9pp | 302.91%+402.9pp |
| Employer contribution / active EE | $1,588 | $4,104-61.3% | $3,418-53.5% | $4,762-66.6% |
| Participant deferral / active EE | $10,856 | $6,676+62.6% | $6,271+73.1% | $5,983+81.5% |
| Admin fee / account holder | $820 | $10,999-92.5% | $8,083-89.9% | $11,248-92.7% |