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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 | $14,472 | $76,608-81.1% | $56,077-74.2% | $145,877-90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 3009.59%-3002.2pp | 1709.28%-1701.9pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,149 | $1,382+55.6% | $1,040+106.6% | $4,663-53.9% |
| Participant deferral / active EE | $3,881 | $2,624+47.9% | $1,954+98.6% | $6,691-42.0% |
| Admin fee / account holder | $500 | $3,325-85.0% | $2,825-82.3% | $13,402-96.3% |