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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 | $14,812 | $29,733-50.2% | $56,025-73.6% | $80,959-81.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 15.43% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,289 | $672+389.6% | $1,042+215.7% | $2,757+19.3% |
| Participant deferral / active EE | $2,471 | $1,229+101.0% | $1,955+26.4% | $4,300-42.5% |
| Admin fee / account holder | $2,107 | $2,434-13.4% | $2,828-25.5% | $6,925-69.6% |