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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 | $29,716-67.5% | $56,077-82.8% | $80,925-88.0% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.50% | 35.30%-18.8pp | 1709.28%-1692.8pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,302 | $671+94.0% | $1,040+25.1% | $2,756-52.8% |
| Participant deferral / active EE | $2,277 | $1,228+85.4% | $1,954+16.5% | $4,299-47.0% |
| Admin fee / account holder | $1,056 | $2,432-56.6% | $2,825-62.6% | $6,940-84.8% |