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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 | $12,750 | $29,716-57.1% | $56,077-77.3% | $80,925-84.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 27.35% | 35.30%-7.9pp | 1709.28%-1681.9pp | 35.65%-8.3pp |
| Employer contribution / active EE | $1,327 | $671+97.8% | $1,040+27.5% | $2,756-51.9% |
| Participant deferral / active EE | $2,064 | $1,228+68.1% | $1,954+5.7% | $4,299-52.0% |
| Admin fee / account holder | $950 | $2,432-60.9% | $2,825-66.4% | $6,940-86.3% |