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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 | $4,672 | $76,785-93.9% | $56,441-91.7% | $145,959-96.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 3000.51%-2986.0pp | 1704.21%-1689.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $631 | $1,381-54.3% | $1,039-39.2% | $4,661-86.5% |
| Participant deferral / active EE | $794 | $2,624-69.7% | $1,953-59.3% | $6,689-88.1% |
| Admin fee / account holder | $1,108 | $3,334-66.8% | $2,829-60.8% | $13,398-91.7% |