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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 | $11,159 | $76,608-85.4% | $56,077-80.1% | $145,877-92.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 3009.59%-2994.2pp | 1709.28%-1693.9pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,484 | $1,382+152.2% | $1,040+234.9% | $4,663-25.3% |
| Participant deferral / active EE | $2,107 | $2,624-19.7% | $1,954+7.9% | $6,691-68.5% |
| Admin fee / account holder | $678 | $3,325-79.6% | $2,825-76.0% | $13,402-94.9% |