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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 | $35,787 | $76,634-53.3% | $56,054-36.2% | $145,978-75.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 3004.33%-2995.5pp | 1705.95%-1697.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,191 | $1,380-13.7% | $1,039+14.6% | $4,662-74.4% |
| Participant deferral / active EE | $7,073 | $2,622+169.7% | $1,952+262.3% | $6,690+5.7% |
| Admin fee / account holder | $657 | $3,321-80.2% | $2,822-76.7% | $13,400-95.1% |