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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 | $18,481 | $78,694-76.5% | $67,652-72.7% | $125,389-85.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.63% | 9.46%-6.8pp | 6625.40%-6622.8pp | 282.24%-279.6pp |
| Employer contribution / active EE | $1,325 | $3,044-56.5% | $2,266-41.5% | $4,866-72.8% |
| Participant deferral / active EE | $4,050 | $4,292-5.6% | $3,560+13.8% | $5,352-24.3% |
| Admin fee / account holder | $10,140 | $7,403+37.0% | $4,821+110.3% | $9,541+6.3% |