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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 | $4,548 | $67,823-93.3% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.84% | 219.11%-193.3pp | 302.12%-276.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,272 | $1,163+9.4% | $914+39.1% | $4,156-69.4% |
| Participant deferral / active EE | $1,272 | $2,288-44.4% | $1,790-29.0% | $6,407-80.1% |
| Admin fee / account holder | $738 | $2,844-74.1% | $2,495-70.4% | $12,270-94.0% |