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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 | $16,303 | $39,036-58.2% | $80,784-79.8% | $85,851-81.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 23.91% | 26.31%-2.4pp | 87.31%-63.4pp | 318.63%-294.7pp |
| Employer contribution / active EE | $2,298 | $722+218.1% | $1,160+98.0% | $2,565-10.4% |
| Participant deferral / active EE | $2,431 | $1,326+83.3% | $2,145+13.3% | $3,952-38.5% |
| Admin fee / account holder | $672 | $2,429-72.3% | $3,380-80.1% | $6,261-89.3% |