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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 | $28,141 | $76,608-63.3% | $56,077-49.8% | $145,877-80.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.93% | 3009.59%-2984.7pp | 1709.28%-1684.3pp | 551.28%-526.4pp |
| Employer contribution / active EE | $3,185 | $1,382+130.5% | $1,040+206.1% | $4,663-31.7% |
| Participant deferral / active EE | $11,705 | $2,624+346.0% | $1,954+499.0% | $6,691+74.9% |
| Admin fee / account holder | $1,524 | $3,325-54.2% | $2,825-46.0% | $13,402-88.6% |