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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 | $20,622 | $100,911-79.6% | $90,440-77.2% | $158,966-87.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.94% | 1726.62%-1688.7pp | 1294.38%-1256.4pp | 302.95%-265.0pp |
| Employer contribution / active EE | $1,427 | $3,690-61.3% | $3,263-56.3% | $4,762-70.0% |
| Participant deferral / active EE | $5,549 | $4,348+27.6% | $3,964+40.0% | $5,983-7.3% |
| Admin fee / account holder | $1,220 | $6,507-81.3% | $5,615-78.3% | $11,250-89.2% |