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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 | $19,298 | $104,577-81.5% | $76,667-74.8% | $152,909-87.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 11.59% | 1014.36%-1002.8pp | 1166.74%-1155.2pp | 345.46%-333.9pp |
| Employer contribution / active EE | $6,915 | $3,119+121.7% | $2,303+200.3% | $4,764+45.2% |
| Participant deferral / active EE | $2,833 | $4,237-33.2% | $3,336-15.1% | $5,851-51.6% |
| Admin fee / account holder | $1,967 | $12,290-84.0% | $6,423-69.4% | $11,601-83.0% |