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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 | $18,696 | $76,519-75.6% | $56,025-66.6% | $145,897-87.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 3017.03%-3005.6pp | 1712.69%-1701.2pp | 552.29%-540.8pp |
| Employer contribution / active EE | $814 | $1,383-41.2% | $1,042-21.9% | $4,663-82.5% |
| Participant deferral / active EE | $1,820 | $2,624-30.7% | $1,955-6.9% | $6,689-72.8% |
| Admin fee / account holder | $1,108 | $3,331-66.7% | $2,828-60.8% | $13,390-91.7% |