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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 | $28,619 | $81,668-65.0% | $58,507-51.1% | $139,487-79.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.62% | 7430.07%-7417.4pp | 4252.32%-4239.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,416 | $1,398+1.3% | $1,053+34.5% | $4,755-70.2% |
| Participant deferral / active EE | $4,714 | $2,554+84.6% | $1,922+145.2% | $6,713-29.8% |
| Admin fee / account holder | $1,522 | $3,212-52.6% | $2,486-38.8% | $11,407-86.7% |