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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 | $4,368 | $67,823-93.6% | $52,425-91.7% | $137,256-96.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.91% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $253 | $1,163-78.2% | $914-72.3% | $4,156-93.9% |
| Participant deferral / active EE | $2,274 | $2,288-0.6% | $1,790+27.0% | $6,407-64.5% |
| Admin fee / account holder | $754 | $2,844-73.5% | $2,495-69.8% | $12,270-93.9% |