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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 | $29,716-44.3% | $56,077-70.5% | $80,925-79.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.25% | 35.30%-21.0pp | 1709.28%-1695.0pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,560 | $671+132.5% | $1,040+50.0% | $2,756-43.4% |
| Participant deferral / active EE | $2,621 | $1,228+113.3% | $1,954+34.1% | $4,299-39.0% |
| Admin fee / account holder | $1,551 | $2,432-36.2% | $2,825-45.1% | $6,940-77.6% |