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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 | $2,908 | $81,668-96.4% | $58,507-95.0% | $139,487-97.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.66% | 7430.07%-7411.4pp | 4252.32%-4233.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $648 | $1,398-53.7% | $1,053-38.5% | $4,755-86.4% |
| Participant deferral / active EE | $909 | $2,554-64.4% | $1,922-52.7% | $6,713-86.5% |
| Admin fee / account holder | $919 | $3,212-71.4% | $2,486-63.0% | $11,407-91.9% |