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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 | $96,419-82.2% | $80,648-78.7% | $139,487-87.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.98% | 1352.86%-1327.9pp | 937.21%-912.2pp | 373.84%-348.9pp |
| Employer contribution / active EE | $2,353 | $3,261-27.8% | $2,724-13.6% | $4,755-50.5% |
| Participant deferral / active EE | $5,149 | $5,225-1.5% | $4,443+15.9% | $6,713-23.3% |
| Admin fee / account holder | $305 | $6,605-95.4% | $5,382-94.3% | $11,407-97.3% |