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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 | $20,185 | $29,736-32.1% | $56,033-64.0% | $80,935-75.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 25.20% | 35.28%-10.1pp | 1711.38%-1686.2pp | 35.66%-10.5pp |
| Employer contribution / active EE | $3,265 | $671+386.3% | $1,041+213.7% | $2,757+18.4% |
| Participant deferral / active EE | $2,790 | $1,228+127.1% | $1,954+42.8% | $4,299-35.1% |
| Admin fee / account holder | $865 | $2,434-64.5% | $2,827-69.4% | $6,924-87.5% |