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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 | $76,522-76.2% | $56,033-67.5% | $145,884-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,806 | $1,382+103.0% | $1,041+169.6% | $4,662-39.8% |
| Participant deferral / active EE | $4,205 | $2,624+60.3% | $1,954+115.2% | $6,690-37.1% |
| Admin fee / account holder | $3,605 | $3,328+8.3% | $2,827+27.5% | $13,392-73.1% |