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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 | $1,968 | $81,668-97.6% | $58,507-96.6% | $139,487-98.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.26% | 7430.07%-7415.8pp | 4252.32%-4238.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $692 | $1,398-50.5% | $1,053-34.3% | $4,755-85.4% |
| Participant deferral / active EE | $757 | $2,554-70.3% | $1,922-60.6% | $6,713-88.7% |
| Admin fee / account holder | $971 | $3,212-69.8% | $2,486-60.9% | $11,407-91.5% |