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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 | $12,194 | $73,421-83.4% | $66,439-81.6% | $155,188-92.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.27% | 1382.37%-1367.1pp | 757.66%-742.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,555 | $3,039-48.8% | $2,637-41.0% | $4,248-63.4% |
| Participant deferral / active EE | $1,431 | $4,680-69.4% | $3,876-63.1% | $6,531-78.1% |
| Admin fee / account holder | $515 | $8,856-94.2% | $6,173-91.7% | $14,480-96.4% |