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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 | $76,608-87.3% | $56,077-82.7% | $145,877-93.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 3009.59%-3002.8pp | 1709.28%-1702.5pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,079 | $1,382-21.9% | $1,040+3.7% | $4,663-76.9% |
| Participant deferral / active EE | $1,166 | $2,624-55.6% | $1,954-40.3% | $6,691-82.6% |
| Admin fee / account holder | $5,660 | $3,325+70.2% | $2,825+100.4% | $13,402-57.8% |