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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 | $17,665 | $100,938-82.5% | $90,461-80.5% | $158,982-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.73% | 1727.20%-1701.5pp | 1294.76%-1269.0pp | 302.99%-277.3pp |
| Employer contribution / active EE | $1,677 | $3,691-54.6% | $3,264-48.6% | $4,763-64.8% |
| Participant deferral / active EE | $7,898 | $4,350+81.6% | $3,964+99.2% | $5,983+32.0% |
| Admin fee / account holder | $375 | $6,510-94.2% | $5,617-93.3% | $11,252-96.7% |