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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 | $10,321 | $29,736-65.3% | $56,033-81.6% | $80,935-87.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.87% | 35.28%-24.4pp | 1711.38%-1700.5pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,291 | $671+92.3% | $1,041+24.0% | $2,757-53.2% |
| Participant deferral / active EE | $2,003 | $1,228+63.1% | $1,954+2.5% | $4,299-53.4% |
| Admin fee / account holder | $2,209 | $2,434-9.2% | $2,827-21.9% | $6,924-68.1% |