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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 | $11,718 | $72,446-83.8% | $67,561-82.7% | $145,877-92.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.89% | 7211.98%-7197.1pp | 3525.44%-3510.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,370 | $3,072+42.2% | $2,735+59.8% | $4,663-6.3% |
| Participant deferral / active EE | $9,763 | $4,785+104.1% | $4,003+143.9% | $6,691+45.9% |
| Admin fee / account holder | $538 | $5,541-90.3% | $4,006-86.6% | $13,402-96.0% |