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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 | $8,772 | $29,733-70.5% | $56,025-84.3% | $80,959-89.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 13.32% | 35.28%-22.0pp | 1712.69%-1699.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,167 | $672+73.6% | $1,042+12.0% | $2,757-57.7% |
| Participant deferral / active EE | $2,558 | $1,229+108.1% | $1,955+30.9% | $4,300-40.5% |
| Admin fee / account holder | $689 | $2,434-71.7% | $2,828-75.6% | $6,925-90.1% |