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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 | $76,785-87.4% | $56,441-82.8% | $145,959-93.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 3000.51%-2993.8pp | 1704.21%-1697.5pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,079 | $1,381-21.8% | $1,039+3.9% | $4,661-76.8% |
| Participant deferral / active EE | $1,166 | $2,624-55.5% | $1,953-40.3% | $6,689-82.6% |
| Admin fee / account holder | $5,660 | $3,334+69.8% | $2,829+100.1% | $13,398-57.8% |