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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 | $14,781 | $102,595-85.6% | $94,057-84.3% | $154,746-90.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.42% | 583.42%-563.0pp | 480.62%-460.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,578 | $3,147-49.9% | $2,933-46.2% | $4,379-64.0% |
| Participant deferral / active EE | $5,010 | $5,118-2.1% | $4,709+6.4% | $6,730-25.6% |
| Admin fee / account holder | $316 | $7,736-95.9% | $7,244-95.6% | $14,365-97.8% |