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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 | $7,862 | $81,668-90.4% | $58,507-86.6% | $139,487-94.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.65% | 7430.07%-7409.4pp | 4252.32%-4231.7pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,446 | $1,398+74.9% | $1,053+132.2% | $4,755-48.6% |
| Participant deferral / active EE | $3,916 | $2,554+53.3% | $1,922+103.7% | $6,713-41.7% |
| Admin fee / account holder | $1,017 | $3,212-68.3% | $2,486-59.1% | $11,407-91.1% |