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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 | $14,561 | $27,936-47.9% | $58,561-75.1% | $75,173-80.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 17.07% | 44.21%-27.1pp | 4251.33%-4234.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $4,083 | $670+509.9% | $1,053+287.6% | $2,671+52.9% |
| Participant deferral / active EE | $2,284 | $1,202+90.1% | $1,923+18.8% | $4,126-44.6% |
| Admin fee / account holder | $1,038 | $1,727-39.9% | $2,520-58.8% | $5,651-81.6% |