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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 | $14,454 | $73,421-80.3% | $66,439-78.2% | $155,188-90.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 23.85% | 1382.37%-1358.5pp | 757.66%-733.8pp | 148.84%-125.0pp |
| Employer contribution / active EE | $3,392 | $3,039+11.6% | $2,637+28.7% | $4,248-20.1% |
| Participant deferral / active EE | $5,979 | $4,680+27.8% | $3,876+54.3% | $6,531-8.4% |
| Admin fee / account holder | $1,211 | $8,856-86.3% | $6,173-80.4% | $14,480-91.6% |