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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 | $15,136 | $27,943-45.8% | $58,507-74.1% | $75,177-79.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.43% | 44.22%-21.8pp | 4252.32%-4229.9pp | 160.75%-138.3pp |
| Employer contribution / active EE | $4,847 | $670+623.8% | $1,053+360.2% | $2,671+81.5% |
| Participant deferral / active EE | $3,512 | $1,202+192.2% | $1,922+82.7% | $4,126-14.9% |
| Admin fee / account holder | $1,286 | $1,727-25.5% | $2,486-48.3% | $5,651-77.2% |