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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 | $1,519 | $81,749-98.1% | $58,544-97.4% | $139,456-98.9% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 46.77% | 7425.45%-7378.7pp | 4249.56%-4202.8pp | 373.45%-326.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,534 | $2,555-40.0% | $1,923-20.2% | $6,711-77.1% |
| Admin fee / account holder | $346 | $3,272-89.4% | $2,520-86.3% | $11,407-97.0% |