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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 | $11,102 | $29,716-62.6% | $56,077-80.2% | $80,925-86.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.95% | 35.30%-18.3pp | 1709.28%-1692.3pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,035 | $671+54.2% | $1,040-0.6% | $2,756-62.5% |
| Participant deferral / active EE | $1,063 | $1,228-13.4% | $1,954-45.6% | $4,299-75.3% |
| Admin fee / account holder | $698 | $2,432-71.3% | $2,825-75.3% | $6,940-89.9% |