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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 | $76,519-81.1% | $56,025-74.2% | $145,897-90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 3017.03%-3009.7pp | 1712.69%-1705.3pp | 552.29%-544.9pp |
| Employer contribution / active EE | $2,149 | $1,383+55.4% | $1,042+106.3% | $4,663-53.9% |
| Participant deferral / active EE | $3,881 | $2,624+47.9% | $1,955+98.6% | $6,689-42.0% |
| Admin fee / account holder | $500 | $3,331-85.0% | $2,828-82.3% | $13,390-96.3% |