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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 | $10,116 | $27,943-63.8% | $58,507-82.7% | $75,177-86.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 44.22%-27.6pp | 4252.32%-4235.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $718 | $670+7.3% | $1,053-31.8% | $2,671-73.1% |
| Participant deferral / active EE | $1,701 | $1,202+41.5% | $1,922-11.5% | $4,126-58.8% |
| Admin fee / account holder | $1,212 | $1,727-29.8% | $2,486-51.3% | $5,651-78.6% |