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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 | $17,879 | $29,736-39.9% | $56,033-68.1% | $80,935-77.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 15.37% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,262 | $671+236.8% | $1,041+117.3% | $2,757-18.0% |
| Participant deferral / active EE | $1,277 | $1,228+4.0% | $1,954-34.6% | $4,299-70.3% |
| Admin fee / account holder | $605 | $2,434-75.2% | $2,827-78.6% | $6,924-91.3% |