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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 | $3,453 | $69,118-95.0% | $53,647-93.6% | $138,895-97.5% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 12.39% | 248.26%-235.9pp | 358.33%-345.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,119 | $2,274-50.8% | $1,813-38.3% | $6,396-82.5% |
| Admin fee / account holder | $834 | $2,724-69.4% | $2,460-66.1% | $12,562-93.4% |