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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 | $9,692 | $76,519-87.3% | $56,025-82.7% | $145,897-93.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 3017.03%-3010.3pp | 1712.69%-1705.9pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,079 | $1,383-22.0% | $1,042+3.6% | $4,663-76.9% |
| Participant deferral / active EE | $1,166 | $2,624-55.6% | $1,955-40.3% | $6,689-82.6% |
| Admin fee / account holder | $5,660 | $3,331+69.9% | $2,828+100.1% | $13,390-57.7% |