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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 | $4,505 | $67,823-93.4% | $52,425-91.4% | $137,256-96.7% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 22.02% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $642 | $1,163-44.8% | $914-29.8% | $4,156-84.6% |
| Participant deferral / active EE | $909 | $2,288-60.3% | $1,790-49.2% | $6,407-85.8% |
| Admin fee / account holder | $2,107 | $2,844-25.9% | $2,495-15.5% | $12,270-82.8% |