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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 | $12,321 | $58,311-78.9% | $81,882-85.0% | $80,959-84.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.24% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $617 | $2,347-73.7% | $2,916-78.8% | $2,757-77.6% |
| Participant deferral / active EE | $3,816 | $3,287+16.1% | $4,323-11.7% | $4,300-11.3% |
| Admin fee / account holder | $561 | $4,752-88.2% | $7,360-92.4% | $6,925-91.9% |