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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 | $11,549 | $29,736-61.2% | $56,033-79.4% | $80,935-85.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.73% | 35.28%-20.5pp | 1711.38%-1696.6pp | 35.66%-20.9pp |
| Employer contribution / active EE | $993 | $671+47.9% | $1,041-4.6% | $2,757-64.0% |
| Participant deferral / active EE | $2,735 | $1,228+122.7% | $1,954+40.0% | $4,299-36.4% |
| Admin fee / account holder | $811 | $2,434-66.7% | $2,827-71.3% | $6,924-88.3% |