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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 | $11,941 | $29,319-59.3% | $52,425-77.2% | $82,448-85.5% |
| Participation rate | 94.3% | 46.9%+47.4pp | 55.6%+38.7pp | 68.1%+26.2pp |
| Annual return | 21.20% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,709 | $586+191.5% | $914+87.0% | $2,551-33.0% |
| Participant deferral / active EE | $2,698 | $1,171+130.3% | $1,790+50.7% | $4,139-34.8% |
| Admin fee / account holder | $749 | $1,962-61.8% | $2,495-70.0% | $7,234-89.6% |