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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 | $22,942 | $88,815-74.2% | $81,882-72.0% | $145,897-84.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1033.75%-1021.3pp | 779.47%-767.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,500 | $3,086+13.4% | $2,916+20.0% | $4,663-24.9% |
| Participant deferral / active EE | $3,500 | $4,647-24.7% | $4,323-19.0% | $6,689-47.7% |
| Admin fee / account holder | $353 | $8,434-95.8% | $7,360-95.2% | $13,390-97.4% |