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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 | $2,747 | $76,785-96.4% | $56,441-95.1% | $145,959-98.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.66% | 3000.51%-2984.8pp | 1704.21%-1688.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $695 | $1,381-49.7% | $1,039-33.2% | $4,661-85.1% |
| Participant deferral / active EE | $918 | $2,624-65.0% | $1,953-53.0% | $6,689-86.3% |
| Admin fee / account holder | $814 | $3,334-75.6% | $2,829-71.2% | $13,398-93.9% |