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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 | $5,946 | $76,522-92.2% | $56,033-89.4% | $145,884-95.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 15.05% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.8pp |
| Employer contribution / active EE | $682 | $1,382-50.7% | $1,041-34.5% | $4,662-85.4% |
| Participant deferral / active EE | $1,148 | $2,624-56.2% | $1,954-41.2% | $6,690-82.8% |
| Admin fee / account holder | $483 | $3,328-85.5% | $2,827-82.9% | $13,392-96.4% |