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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 | $10,465 | $81,749-87.2% | $58,544-82.1% | $139,456-92.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 24.22% | 7425.45%-7401.2pp | 4249.56%-4225.3pp | 373.45%-349.2pp |
| Employer contribution / active EE | $2,549 | $1,398+82.3% | $1,053+142.0% | $4,753-46.4% |
| Participant deferral / active EE | $4,352 | $2,555+70.3% | $1,923+126.3% | $6,711-35.2% |
| Admin fee / account holder | $1,032 | $3,272-68.5% | $2,520-59.1% | $11,407-91.0% |