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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 | $20,089 | $27,936-28.1% | $58,561-65.7% | $75,173-73.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.11% | 44.21%-26.1pp | 4251.33%-4233.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,721 | $670+306.4% | $1,053+158.3% | $2,671+1.9% |
| Participant deferral / active EE | $1,975 | $1,202+64.4% | $1,923+2.7% | $4,126-52.1% |
| Admin fee / account holder | $1,183 | $1,727-31.5% | $2,520-53.1% | $5,651-79.1% |