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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 | $12,248 | $108,685-88.7% | $74,719-83.6% | $152,885-92.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.91% | 114.09%-98.2pp | 753.05%-737.1pp | 345.39%-329.5pp |
| Employer contribution / active EE | $1,435 | $1,504-4.6% | $1,084+32.4% | $4,763-69.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $939 | $4,905-80.9% | $3,334-71.8% | $11,598-91.9% |