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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 | $25,218 | $81,763-69.2% | $58,561-56.9% | $139,466-81.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 7427.77%-7412.8pp | 4251.33%-4236.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,822 | $1,398+30.3% | $1,053+73.0% | $4,754-61.7% |
| Participant deferral / active EE | $4,432 | $2,555+73.5% | $1,923+130.5% | $6,712-34.0% |
| Admin fee / account holder | $608 | $3,273-81.4% | $2,520-75.9% | $11,409-94.7% |