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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 | $3,297 | $81,763-96.0% | $58,561-94.4% | $139,466-97.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.86% | 7427.77%-7410.9pp | 4251.33%-4234.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $770 | $1,398-45.0% | $1,053-27.0% | $4,754-83.8% |
| Participant deferral / active EE | $851 | $2,555-66.7% | $1,923-55.7% | $6,712-87.3% |
| Admin fee / account holder | $1,470 | $3,273-55.1% | $2,520-41.7% | $11,409-87.1% |