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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 | $13,616 | $34,316-60.3% | $74,719-81.8% | $72,983-81.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 18.10% | 26.58%-8.5pp | 753.05%-734.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $3,629 | $692+424.6% | $1,084+234.8% | $2,440+48.7% |
| Participant deferral / active EE | $2,266 | $1,272+78.2% | $1,963+15.4% | $3,608-37.2% |
| Admin fee / account holder | $801 | $2,125-62.3% | $3,334-76.0% | $5,124-84.4% |