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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 | $47,308 | $81,763-42.1% | $58,561-19.2% | $139,466-66.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.21% | 7427.77%-7406.6pp | 4251.33%-4230.1pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,202 | $1,398-14.0% | $1,053+14.1% | $4,754-74.7% |
| Participant deferral / active EE | $4,782 | $2,555+87.2% | $1,923+148.7% | $6,712-28.7% |
| Admin fee / account holder | $619 | $3,273-81.1% | $2,520-75.5% | $11,409-94.6% |