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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 | $29,670-50.1% | $56,054-73.6% | $80,911-81.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.43% | 35.24%-19.8pp | 1705.95%-1690.5pp | 35.63%-20.2pp |
| Employer contribution / active EE | $3,289 | $670+391.1% | $1,039+216.5% | $2,756+19.3% |
| Participant deferral / active EE | $2,471 | $1,227+101.4% | $1,952+26.6% | $4,297-42.5% |
| Admin fee / account holder | $2,107 | $2,431-13.3% | $2,822-25.4% | $6,935-69.6% |