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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 | $29,000 | $76,522-62.1% | $56,033-48.2% | $145,884-80.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.22% | 3014.28%-3000.1pp | 1711.38%-1697.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,187 | $1,382+58.2% | $1,041+110.1% | $4,662-53.1% |
| Participant deferral / active EE | $2,468 | $2,624-5.9% | $1,954+26.3% | $6,690-63.1% |
| Admin fee / account holder | $1,203 | $3,328-63.9% | $2,827-57.4% | $13,392-91.0% |