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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 | $17,211 | $96,338-82.1% | $80,589-78.6% | $139,427-87.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.98% | 1350.43%-1325.5pp | 935.83%-910.8pp | 373.27%-348.3pp |
| Employer contribution / active EE | $2,353 | $3,263-27.9% | $2,724-13.6% | $4,752-50.5% |
| Participant deferral / active EE | $5,149 | $5,234-1.6% | $4,449+15.7% | $6,711-23.3% |
| Admin fee / account holder | $305 | $6,600-95.4% | $5,379-94.3% | $11,404-97.3% |