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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 | $12,868 | $39,036-67.0% | $80,784-84.1% | $85,851-85.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 13.23% | 26.31%-13.1pp | 87.31%-74.1pp | 318.63%-305.4pp |
| Employer contribution / active EE | $972 | $722+34.6% | $1,160-16.2% | $2,565-62.1% |
| Participant deferral / active EE | $2,201 | $1,326+65.9% | $2,145+2.6% | $3,952-44.3% |
| Admin fee / account holder | $394 | $2,429-83.8% | $3,380-88.3% | $6,261-93.7% |