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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 | $21,640 | $81,749-73.5% | $58,544-63.0% | $139,456-84.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.05% | 7425.45%-7405.4pp | 4249.56%-4229.5pp | 373.45%-353.4pp |
| Employer contribution / active EE | $9,464 | $1,398+577.0% | $1,053+798.7% | $4,753+99.1% |
| Participant deferral / active EE | $3,844 | $2,555+50.5% | $1,923+99.9% | $6,711-42.7% |
| Admin fee / account holder | $661 | $3,272-79.8% | $2,520-73.8% | $11,407-94.2% |