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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 | $9,496 | $49,897-81.0% | $80,648-88.2% | $75,177-87.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 25.68% | 34.68%-9.0pp | 937.21%-911.5pp | 160.75%-135.1pp |
| Employer contribution / active EE | $1,030 | $1,699-39.4% | $2,724-62.2% | $2,671-61.4% |
| Participant deferral / active EE | $2,210 | $2,992-26.1% | $4,443-50.3% | $4,126-46.4% |
| Admin fee / account holder | $1,761 | $3,579-50.8% | $5,382-67.3% | $5,651-68.8% |