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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 | $9,672 | $29,733-67.5% | $56,025-82.7% | $80,959-88.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.50% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,302 | $672+93.8% | $1,042+25.0% | $2,757-52.8% |
| Participant deferral / active EE | $2,277 | $1,229+85.2% | $1,955+16.5% | $4,300-47.0% |
| Admin fee / account holder | $1,056 | $2,434-56.6% | $2,828-62.7% | $6,925-84.8% |