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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 | $11,728 | $29,736-60.6% | $56,033-79.1% | $80,935-85.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 17.98% | 35.28%-17.3pp | 1711.38%-1693.4pp | 35.66%-17.7pp |
| Employer contribution / active EE | $2,928 | $671+336.1% | $1,041+181.3% | $2,757+6.2% |
| Participant deferral / active EE | $2,006 | $1,228+63.3% | $1,954+2.6% | $4,299-53.3% |
| Admin fee / account holder | $388 | $2,434-84.0% | $2,827-86.3% | $6,924-94.4% |