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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 | $8,728 | $39,028-77.6% | $80,741-89.2% | $85,847-89.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 15.81% | 26.31%-10.5pp | 87.30%-71.5pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,372 | $722+89.9% | $1,160+18.2% | $2,565-46.5% |
| Participant deferral / active EE | $2,384 | $1,326+79.8% | $2,145+11.1% | $3,952-39.7% |
| Admin fee / account holder | $531 | $2,429-78.2% | $3,380-84.3% | $6,261-91.5% |