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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 | $9,846 | $29,319-66.4% | $52,425-81.2% | $82,448-88.1% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 34.78% | 535.20%-500.4pp | 302.12%-267.3pp | 41.64%-6.9pp |
| Employer contribution / active EE | $1,804 | $586+207.6% | $914+97.3% | $2,551-29.3% |
| Participant deferral / active EE | $2,775 | $1,171+136.9% | $1,790+55.0% | $4,139-33.0% |
| Admin fee / account holder | $755 | $1,962-61.5% | $2,495-69.7% | $7,234-89.6% |