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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 | $36,154 | $29,716+21.7% | $56,077-35.5% | $80,925-55.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.83% | 35.30%-22.5pp | 1709.28%-1696.4pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,375 | $671+105.0% | $1,040+32.2% | $2,756-50.1% |
| Participant deferral / active EE | $3,745 | $1,228+204.8% | $1,954+91.6% | $4,299-12.9% |
| Admin fee / account holder | $962 | $2,432-60.5% | $2,825-66.0% | $6,940-86.1% |