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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 | $68,097-78.8% | $62,929-77.0% | $137,256-89.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.85% | 1859.11%-1835.3pp | 1063.93%-1040.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,392 | $2,811+20.7% | $2,505+35.4% | $4,156-18.4% |
| Participant deferral / active EE | $5,979 | $4,553+31.3% | $3,888+53.8% | $6,407-6.7% |
| Admin fee / account holder | $1,211 | $6,521-81.4% | $5,065-76.1% | $12,270-90.1% |