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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 | $76,634-90.2% | $56,054-86.6% | $145,978-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 3004.33%-2989.0pp | 1705.95%-1690.6pp | 550.52%-535.2pp |
| Employer contribution / active EE | $439 | $1,380-68.2% | $1,039-57.7% | $4,662-90.6% |
| Participant deferral / active EE | $2,518 | $2,622-4.0% | $1,952+29.0% | $6,690-62.4% |
| Admin fee / account holder | $3,479 | $3,321+4.7% | $2,822+23.3% | $13,400-74.0% |