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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 | $76,608-92.2% | $56,077-89.4% | $145,877-95.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 15.05% | 3009.59%-2994.5pp | 1709.28%-1694.2pp | 551.28%-536.2pp |
| Employer contribution / active EE | $682 | $1,382-50.6% | $1,040-34.4% | $4,663-85.4% |
| Participant deferral / active EE | $1,148 | $2,624-56.3% | $1,954-41.2% | $6,691-82.8% |
| Admin fee / account holder | $483 | $3,325-85.5% | $2,825-82.9% | $13,402-96.4% |