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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 | $30,729 | $81,763-62.4% | $58,561-47.5% | $139,466-78.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 27.35% | 7427.77%-7400.4pp | 4251.33%-4224.0pp | 373.66%-346.3pp |
| Employer contribution / active EE | $8,187 | $1,398+485.5% | $1,053+677.1% | $4,754+72.2% |
| Participant deferral / active EE | $5,509 | $2,555+115.6% | $1,923+186.5% | $6,712-17.9% |
| Admin fee / account holder | $2,617 | $3,273-20.0% | $2,520+3.8% | $11,409-77.1% |