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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 | $12,761 | $81,749-84.4% | $58,544-78.2% | $139,456-90.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.85% | 7425.45%-7415.6pp | 4249.56%-4239.7pp | 373.45%-363.6pp |
| Employer contribution / active EE | $815 | $1,398-41.7% | $1,053-22.6% | $4,753-82.9% |
| Participant deferral / active EE | $1,018 | $2,555-60.1% | $1,923-47.1% | $6,711-84.8% |
| Admin fee / account holder | $2,171 | $3,272-33.7% | $2,520-13.8% | $11,407-81.0% |