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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 | $28,983 | $27,936+3.7% | $58,561-50.5% | $75,173-61.4% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.53% | 44.21%-21.7pp | 4251.33%-4228.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $3,726 | $670+456.5% | $1,053+253.7% | $2,671+39.5% |
| Participant deferral / active EE | $2,580 | $1,202+114.7% | $1,923+34.2% | $4,126-37.5% |
| Admin fee / account holder | $1,054 | $1,727-39.0% | $2,520-58.2% | $5,651-81.3% |