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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 | $14,238 | $29,733-52.1% | $56,025-74.6% | $80,959-82.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.50% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,898 | $672+331.4% | $1,042+178.2% | $2,757+5.1% |
| Participant deferral / active EE | $2,785 | $1,229+126.5% | $1,955+42.5% | $4,300-35.2% |
| Admin fee / account holder | $1,521 | $2,434-37.5% | $2,828-46.2% | $6,925-78.0% |