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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 | $15,261 | $29,667-48.6% | $56,441-73.0% | $80,874-81.1% |
| Participation rate | 89.3% | 41.7%+47.6pp | 52.5%+36.8pp | 67.6%+21.6pp |
| Annual return | 16.04% | 35.22%-19.2pp | 1704.21%-1688.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,432 | $669+113.9% | $1,039+37.8% | $2,756-48.0% |
| Participant deferral / active EE | $3,571 | $1,227+191.1% | $1,953+82.8% | $4,297-16.9% |
| Admin fee / account holder | $740 | $2,429-69.5% | $2,829-73.8% | $6,935-89.3% |