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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 | $8,152 | $27,936-70.8% | $58,561-86.1% | $75,173-89.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.34% | 44.21%-27.9pp | 4251.33%-4235.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $3,386 | $670+405.7% | $1,053+221.4% | $2,671+26.8% |
| Participant deferral / active EE | $867 | $1,202-27.9% | $1,923-54.9% | $4,126-79.0% |
| Admin fee / account holder | $2,107 | $1,727+22.0% | $2,520-16.4% | $5,651-62.7% |