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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 | $76,785-80.4% | $56,441-73.4% | $145,959-89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 3000.51%-2984.3pp | 1704.21%-1688.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $282 | $1,381-79.6% | $1,039-72.9% | $4,661-94.0% |
| Participant deferral / active EE | $7,041 | $2,624+168.4% | $1,953+260.5% | $6,689+5.3% |
| Admin fee / account holder | $1,375 | $3,334-58.8% | $2,829-51.4% | $13,398-89.7% |