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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 | $7,580 | $29,716-74.5% | $56,077-86.5% | $80,925-90.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 15.41% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,838 | $671+173.9% | $1,040+76.7% | $2,756-33.3% |
| Participant deferral / active EE | $2,901 | $1,228+136.2% | $1,954+48.5% | $4,299-32.5% |
| Admin fee / account holder | $683 | $2,432-71.9% | $2,825-75.8% | $6,940-90.2% |