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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 | $76,634-81.1% | $56,054-74.2% | $145,978-90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 3004.33%-2997.0pp | 1705.95%-1698.6pp | 550.52%-543.1pp |
| Employer contribution / active EE | $2,149 | $1,380+55.7% | $1,039+106.9% | $4,662-53.9% |
| Participant deferral / active EE | $3,881 | $2,622+48.0% | $1,952+98.8% | $6,690-42.0% |
| Admin fee / account holder | $500 | $3,321-84.9% | $2,822-82.3% | $13,400-96.3% |