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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 | $14,698 | $104,953-86.0% | $84,637-82.6% | $152,909-90.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 14.64% | 373.94%-359.3pp | 258.82%-244.2pp | 345.46%-330.8pp |
| Employer contribution / active EE | $612 | $3,304-81.5% | $2,653-76.9% | $4,764-87.1% |
| Participant deferral / active EE | $2,977 | $4,691-36.5% | $3,900-23.7% | $5,851-49.1% |
| Admin fee / account holder | $662 | $6,244-89.4% | $4,914-86.5% | $11,601-94.3% |