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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 | $2,856 | $76,519-96.3% | $56,025-94.9% | $145,897-98.0% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 11.99% | 3017.03%-3005.0pp | 1712.69%-1700.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $630 | $2,624-76.0% | $1,955-67.8% | $6,689-90.6% |
| Admin fee / account holder | $341 | $3,331-89.8% | $2,828-87.9% | $13,390-97.5% |