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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 | $29,670-39.7% | $56,054-68.1% | $80,911-77.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.37% | 35.24%-19.9pp | 1705.95%-1690.6pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,262 | $670+237.7% | $1,039+117.7% | $2,756-17.9% |
| Participant deferral / active EE | $1,277 | $1,227+4.1% | $1,952-34.6% | $4,297-70.3% |
| Admin fee / account holder | $605 | $2,431-75.1% | $2,822-78.6% | $6,935-91.3% |