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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 | $8,062 | $29,733-72.9% | $56,025-85.6% | $80,959-90.0% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.21% | 35.28%-19.1pp | 1712.69%-1696.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,020 | $672+51.8% | $1,042-2.1% | $2,757-63.0% |
| Participant deferral / active EE | $2,095 | $1,229+70.4% | $1,955+7.2% | $4,300-51.3% |
| Admin fee / account holder | $745 | $2,434-69.4% | $2,828-73.7% | $6,925-89.2% |