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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 | $18,197 | $76,608-76.2% | $56,077-67.5% | $145,877-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 3009.59%-2995.0pp | 1709.28%-1694.7pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,806 | $1,382+103.1% | $1,040+169.7% | $4,663-39.8% |
| Participant deferral / active EE | $4,205 | $2,624+60.2% | $1,954+115.2% | $6,691-37.2% |
| Admin fee / account holder | $3,605 | $3,325+8.4% | $2,825+27.6% | $13,402-73.1% |