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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 | $11,486 | $76,522-85.0% | $56,033-79.5% | $145,884-92.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.93% | 3014.28%-2996.4pp | 1711.38%-1693.4pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,641 | $1,382+18.7% | $1,041+57.7% | $4,662-64.8% |
| Participant deferral / active EE | $2,442 | $2,624-6.9% | $1,954+25.0% | $6,690-63.5% |
| Admin fee / account holder | $509 | $3,328-84.7% | $2,827-82.0% | $13,392-96.2% |