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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 | $12,465 | $169,336-92.6% | $129,384-90.4% | $145,884-91.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.33% | 14408.70%-14392.4pp | 9461.77%-9445.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,190 | $5,540-60.5% | $4,153-47.3% | $4,662-53.0% |
| Participant deferral / active EE | $449 | $4,985-91.0% | $4,166-89.2% | $6,690-93.3% |
| Admin fee / account holder | $19,498 | $9,912+96.7% | $7,686+153.7% | $13,392+45.6% |