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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 | $29,009 | $29,736-2.4% | $56,033-48.2% | $80,935-64.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.20% | 35.28%-23.1pp | 1711.38%-1699.2pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,154 | $671+220.8% | $1,041+106.9% | $2,757-21.9% |
| Participant deferral / active EE | $2,670 | $1,228+117.3% | $1,954+36.6% | $4,299-37.9% |
| Admin fee / account holder | $1,409 | $2,434-42.1% | $2,827-50.2% | $6,924-79.7% |