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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 | $27,081 | $29,733-8.9% | $56,025-51.7% | $80,959-66.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.95% | 35.28%-24.3pp | 1712.69%-1701.7pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,801 | $672+317.0% | $1,042+169.0% | $2,757+1.6% |
| Participant deferral / active EE | $2,562 | $1,229+108.4% | $1,955+31.1% | $4,300-40.4% |
| Admin fee / account holder | $1,385 | $2,434-43.1% | $2,828-51.0% | $6,925-80.0% |