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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 | $3,744 | $27,943-86.6% | $58,507-93.6% | $75,177-95.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 38.55% | 44.22%-5.7pp | 4252.32%-4213.8pp | 160.75%-122.2pp |
| Employer contribution / active EE | $1,803 | $670+169.2% | $1,053+71.1% | $2,671-32.5% |
| Participant deferral / active EE | $1,501 | $1,202+24.9% | $1,922-21.9% | $4,126-63.6% |
| Admin fee / account holder | $488 | $1,727-71.8% | $2,486-80.4% | $5,651-91.4% |