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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 | $15,719 | $29,319-46.4% | $52,425-70.0% | $82,448-80.9% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 23.95% | 535.20%-511.2pp | 302.12%-278.2pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,190 | $586+102.9% | $914+30.2% | $2,551-53.4% |
| Participant deferral / active EE | $3,221 | $1,171+175.0% | $1,790+79.9% | $4,139-22.2% |
| Admin fee / account holder | $832 | $1,962-57.6% | $2,495-66.6% | $7,234-88.5% |