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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 | $76,519-93.9% | $56,025-91.7% | $145,897-96.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 3017.03%-3002.5pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $631 | $1,383-54.4% | $1,042-39.4% | $4,663-86.5% |
| Participant deferral / active EE | $794 | $2,624-69.7% | $1,955-59.4% | $6,689-88.1% |
| Admin fee / account holder | $1,108 | $3,331-66.7% | $2,828-60.8% | $13,390-91.7% |