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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 | $7,502 | $76,522-90.2% | $56,033-86.6% | $145,884-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 3014.28%-2998.9pp | 1711.38%-1696.0pp | 551.85%-536.5pp |
| Employer contribution / active EE | $439 | $1,382-68.2% | $1,041-57.8% | $4,662-90.6% |
| Participant deferral / active EE | $2,518 | $2,624-4.0% | $1,954+28.9% | $6,690-62.4% |
| Admin fee / account holder | $3,479 | $3,328+4.5% | $2,827+23.1% | $13,392-74.0% |