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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 | $14,643 | $27,936-47.6% | $58,561-75.0% | $75,173-80.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.93% | 44.21%-24.3pp | 4251.33%-4231.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,310 | $670+95.7% | $1,053+24.4% | $2,671-50.9% |
| Participant deferral / active EE | $1,825 | $1,202+51.9% | $1,923-5.1% | $4,126-55.8% |
| Admin fee / account holder | $843 | $1,727-51.2% | $2,520-66.5% | $5,651-85.1% |