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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 | $1,858 | $76,608-97.6% | $56,077-96.7% | $145,877-98.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 11.78% | 3009.59%-2997.8pp | 1709.28%-1697.5pp | 551.28%-539.5pp |
| Employer contribution / active EE | $53 | $1,382-96.2% | $1,040-95.0% | $4,663-98.9% |
| Participant deferral / active EE | $1,350 | $2,624-48.5% | $1,954-30.9% | $6,691-79.8% |
| Admin fee / account holder | $726 | $3,325-78.2% | $2,825-74.3% | $13,402-94.6% |