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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 | $33,101 | $81,749-59.5% | $58,544-43.5% | $139,456-76.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.84% | 7425.45%-7412.6pp | 4249.56%-4236.7pp | 373.45%-360.6pp |
| Employer contribution / active EE | $14,102 | $1,398+908.8% | $1,053+1239.2% | $4,753+196.7% |
| Participant deferral / active EE | $5,544 | $2,555+117.0% | $1,923+188.3% | $6,711-17.4% |
| Admin fee / account holder | $836 | $3,272-74.5% | $2,520-66.8% | $11,407-92.7% |