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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 | $16,548 | $29,733-44.3% | $56,025-70.5% | $80,959-79.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.25% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,560 | $672+132.2% | $1,042+49.8% | $2,757-43.4% |
| Participant deferral / active EE | $2,621 | $1,229+113.2% | $1,955+34.1% | $4,300-39.1% |
| Admin fee / account holder | $1,551 | $2,434-36.3% | $2,828-45.2% | $6,925-77.6% |