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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 | $11,882 | $81,763-85.5% | $58,561-79.7% | $139,466-91.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 28.97% | 7427.77%-7398.8pp | 4251.33%-4222.4pp | 373.66%-344.7pp |
| Employer contribution / active EE | $2,754 | $1,398+97.0% | $1,053+161.4% | $4,754-42.1% |
| Participant deferral / active EE | $3,378 | $2,555+32.2% | $1,923+75.7% | $6,712-49.7% |
| Admin fee / account holder | $996 | $3,273-69.6% | $2,520-60.5% | $11,409-91.3% |