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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 | $15,037 | $76,608-80.4% | $56,077-73.2% | $145,877-89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 3009.59%-2993.4pp | 1709.28%-1693.1pp | 551.28%-535.1pp |
| Employer contribution / active EE | $282 | $1,382-79.6% | $1,040-72.9% | $4,663-94.0% |
| Participant deferral / active EE | $7,041 | $2,624+168.3% | $1,954+260.3% | $6,691+5.2% |
| Admin fee / account holder | $1,375 | $3,325-58.7% | $2,825-51.3% | $13,402-89.7% |