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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 | $19,831 | $76,522-74.1% | $56,033-64.6% | $145,884-86.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 3014.28%-3002.2pp | 1711.38%-1699.2pp | 551.85%-539.7pp |
| Employer contribution / active EE | $553 | $1,382-60.0% | $1,041-46.8% | $4,662-88.1% |
| Participant deferral / active EE | $3,422 | $2,624+30.4% | $1,954+75.1% | $6,690-48.8% |
| Admin fee / account holder | $568 | $3,328-82.9% | $2,827-79.9% | $13,392-95.8% |