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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 | $8,812 | $76,608-88.5% | $56,077-84.3% | $145,877-94.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 3009.59%-2996.8pp | 1709.28%-1696.5pp | 551.28%-538.5pp |
| Employer contribution / active EE | $284 | $1,382-79.5% | $1,040-72.7% | $4,663-93.9% |
| Participant deferral / active EE | $350 | $2,624-86.7% | $1,954-82.1% | $6,691-94.8% |
| Admin fee / account holder | $2,365 | $3,325-28.9% | $2,825-16.3% | $13,402-82.4% |