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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 | $10,912 | $81,331-86.6% | $155,534-93.0% | $80,935-86.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 4056.97% | 33.37%+4023.6pp | 64.92%+3992.1pp | 35.66%+4021.3pp |
| Employer contribution / active EE | $979 | $3,105-68.5% | $4,675-79.1% | $2,757-64.5% |
| Participant deferral / active EE | $1,377 | $3,454-60.1% | $5,630-75.6% | $4,299-68.0% |
| Admin fee / account holder | $660 | $7,999-91.7% | $15,900-95.8% | $6,924-90.5% |