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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 | $13,894 | $51,631-73.1% | $129,397-89.3% | $80,925-82.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.62% | 20.77%-6.2pp | 9453.98%-9439.4pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,896 | $1,583+19.8% | $4,154-54.3% | $2,756-31.2% |
| Participant deferral / active EE | $3,133 | $2,670+17.3% | $4,167-24.8% | $4,299-27.1% |
| Admin fee / account holder | $443 | $4,309-89.7% | $7,679-94.2% | $6,940-93.6% |