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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 | $15,184 | $39,028-61.1% | $80,741-81.2% | $85,847-82.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 65.71% | 26.31%+39.4pp | 87.30%-21.6pp | 318.61%-252.9pp |
| Employer contribution / active EE | $1,242 | $722+71.9% | $1,160+7.0% | $2,565-51.6% |
| Participant deferral / active EE | $2,279 | $1,326+71.9% | $2,145+6.2% | $3,952-42.3% |
| Admin fee / account holder | $348 | $2,429-85.7% | $3,380-89.7% | $6,261-94.4% |