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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 | $1,392 | $81,749-98.3% | $58,544-97.6% | $139,456-99.0% |
| Participation rate | 86.7% | 61.3%+25.3pp | 50.9%+35.8pp | 80.3%+6.3pp |
| Annual return | 16.33% | 7425.45%-7409.1pp | 4249.56%-4233.2pp | 373.45%-357.1pp |
| Employer contribution / active EE | $439 | $1,398-68.6% | $1,053-58.3% | $4,753-90.8% |
| Participant deferral / active EE | $637 | $2,555-75.1% | $1,923-66.9% | $6,711-90.5% |
| Admin fee / account holder | $694 | $3,272-78.8% | $2,520-72.5% | $11,407-93.9% |