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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 | $15,862 | $96,361-83.5% | $80,607-80.3% | $139,456-88.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.25% | 1350.95%-1327.7pp | 936.11%-912.9pp | 373.45%-350.2pp |
| Employer contribution / active EE | $2,811 | $3,262-13.9% | $2,724+3.2% | $4,753-40.9% |
| Participant deferral / active EE | $6,099 | $5,232+16.6% | $4,448+37.1% | $6,711-9.1% |
| Admin fee / account holder | $442 | $6,601-93.3% | $5,379-91.8% | $11,407-96.1% |