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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 | $23,549 | $29,716-20.8% | $56,077-58.0% | $80,925-70.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.00% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,222 | $671+82.1% | $1,040+17.5% | $2,756-55.7% |
| Participant deferral / active EE | $4,445 | $1,228+261.8% | $1,954+127.5% | $4,299+3.4% |
| Admin fee / account holder | $491 | $2,432-79.8% | $2,825-82.6% | $6,940-92.9% |