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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 | $1,210 | $76,522-98.4% | $56,033-97.8% | $145,884-99.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.50% | 3014.28%-2997.8pp | 1711.38%-1694.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $572 | $1,382-58.6% | $1,041-45.0% | $4,662-87.7% |
| Participant deferral / active EE | $765 | $2,624-70.9% | $1,954-60.9% | $6,690-88.6% |
| Admin fee / account holder | $585 | $3,328-82.4% | $2,827-79.3% | $13,392-95.6% |