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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 | $15,411 | $76,522-79.9% | $56,033-72.5% | $145,884-89.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 3014.28%-2996.9pp | 1711.38%-1694.0pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,725 | $1,382+24.8% | $1,041+65.7% | $4,662-63.0% |
| Participant deferral / active EE | $5,461 | $2,624+108.1% | $1,954+179.5% | $6,690-18.4% |
| Admin fee / account holder | $1,348 | $3,328-59.5% | $2,827-52.3% | $13,392-89.9% |