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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 | $14,033 | $114,093-87.7% | $96,171-85.4% | $167,536-91.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 27.23% | 190.00%-162.8pp | 192.04%-164.8pp | 478.82%-451.6pp |
| Employer contribution / active EE | $1,736 | $3,429-49.4% | $2,799-38.0% | $4,839-64.1% |
| Participant deferral / active EE | $3,053 | $5,197-41.2% | $4,350-29.8% | $6,342-51.9% |
| Admin fee / account holder | $659 | $6,899-90.5% | $5,538-88.1% | $12,315-94.6% |