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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 | $13,371 | $29,716-55.0% | $56,077-76.2% | $80,925-83.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.57% | 35.30%-22.7pp | 1709.28%-1696.7pp | 35.65%-23.1pp |
| Employer contribution / active EE | $956 | $671+42.5% | $1,040-8.1% | $2,756-65.3% |
| Participant deferral / active EE | $2,220 | $1,228+80.7% | $1,954+13.6% | $4,299-48.4% |
| Admin fee / account holder | $1,186 | $2,432-51.3% | $2,825-58.0% | $6,940-82.9% |