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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 | $14,121 | $68,097-79.3% | $62,929-77.6% | $137,256-89.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.56% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,158 | $2,811+47.9% | $2,505+66.0% | $4,1560% |
| Participant deferral / active EE | $5,501 | $4,553+20.8% | $3,888+41.5% | $6,407-14.1% |
| Admin fee / account holder | $2,313 | $6,521-64.5% | $5,065-54.3% | $12,270-81.1% |