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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 | $4,777 | $27,943-82.9% | $58,507-91.8% | $75,177-93.6% |
| Participation rate | 78.9% | 38.8%+40.1pp | 50.9%+28.1pp | 67.2%+11.7pp |
| Annual return | 19.55% | 44.22%-24.7pp | 4252.32%-4232.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $607 | $670-9.3% | $1,053-42.4% | $2,671-77.3% |
| Participant deferral / active EE | $1,111 | $1,202-7.6% | $1,922-42.2% | $4,126-73.1% |
| Admin fee / account holder | $1,126 | $1,727-34.8% | $2,486-54.7% | $5,651-80.1% |