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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 | $24,983 | $27,943-10.6% | $58,507-57.3% | $75,177-66.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 42.36% | 44.22%-1.9pp | 4252.32%-4210.0pp | 160.75%-118.4pp |
| Employer contribution / active EE | $3,237 | $670+383.4% | $1,053+207.3% | $2,671+21.2% |
| Participant deferral / active EE | $2,874 | $1,202+139.1% | $1,922+49.5% | $4,126-30.4% |
| Admin fee / account holder | $1,147 | $1,727-33.6% | $2,486-53.9% | $5,651-79.7% |