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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 | $8,454 | $29,733-71.6% | $56,025-84.9% | $80,959-89.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.73% | 35.28%-20.6pp | 1712.69%-1698.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,491 | $672+121.9% | $1,042+43.1% | $2,757-45.9% |
| Participant deferral / active EE | $3,173 | $1,229+158.1% | $1,955+62.4% | $4,300-26.2% |
| Admin fee / account holder | $1,003 | $2,434-58.8% | $2,828-64.5% | $6,925-85.5% |