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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 | $17,466 | $27,943-37.5% | $58,507-70.1% | $75,177-76.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 23.47% | 44.22%-20.7pp | 4252.32%-4228.8pp | 160.75%-137.3pp |
| Employer contribution / active EE | $2,800 | $670+318.1% | $1,053+165.8% | $2,671+4.8% |
| Participant deferral / active EE | $1,911 | $1,202+59.0% | $1,922-0.6% | $4,126-53.7% |
| Admin fee / account holder | $1,053 | $1,727-39.1% | $2,486-57.7% | $5,651-81.4% |