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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 | $32,128 | $27,924+15.1% | $58,544-45.1% | $75,181-57.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.15% | 44.20%-25.1pp | 4249.56%-4230.4pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,443 | $669+115.7% | $1,053+37.1% | $2,671-45.9% |
| Participant deferral / active EE | $3,364 | $1,202+180.0% | $1,923+75.0% | $4,126-18.5% |
| Admin fee / account holder | $510 | $1,726-70.4% | $2,520-79.7% | $5,650-91.0% |