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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 | $25,715 | $29,736-13.5% | $56,033-54.1% | $80,935-68.2% |
| Participation rate | 96.2% | 41.7%+54.5pp | 52.5%+43.7pp | 67.7%+28.6pp |
| Annual return | 11.32% | 35.28%-24.0pp | 1711.38%-1700.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $3,393 | $671+405.4% | $1,041+226.0% | $2,757+23.1% |
| Participant deferral / active EE | $2,376 | $1,228+93.5% | $1,954+21.6% | $4,299-44.7% |
| Admin fee / account holder | $900 | $2,434-63.0% | $2,827-68.2% | $6,924-87.0% |