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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 | $3,472 | $81,749-95.8% | $58,544-94.1% | $139,456-97.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.48% | 7425.45%-7409.0pp | 4249.56%-4233.1pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,181 | $1,398-15.6% | $1,053+12.1% | $4,753-75.2% |
| Participant deferral / active EE | $2,027 | $2,555-20.7% | $1,923+5.4% | $6,711-69.8% |
| Admin fee / account holder | $933 | $3,272-71.5% | $2,520-63.0% | $11,407-91.8% |