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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 | $11,943 | $104,577-88.6% | $76,667-84.4% | $152,909-92.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.21% | 1014.36%-996.1pp | 1166.74%-1148.5pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,063 | $3,119-65.9% | $2,303-53.9% | $4,764-77.7% |
| Participant deferral / active EE | $1,565 | $4,237-63.1% | $3,336-53.1% | $5,851-73.2% |
| Admin fee / account holder | $1,211 | $12,290-90.1% | $6,423-81.1% | $11,601-89.6% |