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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 | $11,147 | $67,823-83.6% | $52,425-78.7% | $137,256-91.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.94% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,754 | $1,163+50.8% | $914+91.9% | $4,156-57.8% |
| Participant deferral / active EE | $3,199 | $2,288+39.8% | $1,790+78.7% | $6,407-50.1% |
| Admin fee / account holder | $439 | $2,844-84.6% | $2,495-82.4% | $12,270-96.4% |