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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 | $9,668 | $29,716-67.5% | $56,077-82.8% | $80,925-88.1% |
| Participation rate | 91.1% | 41.7%+49.4pp | 52.5%+38.6pp | 67.7%+23.5pp |
| Annual return | 14.32% | 35.30%-21.0pp | 1709.28%-1695.0pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,593 | $671+286.5% | $1,040+149.3% | $2,756-5.9% |
| Participant deferral / active EE | $1,601 | $1,228+30.4% | $1,954-18.1% | $4,299-62.7% |
| Admin fee / account holder | $884 | $2,432-63.6% | $2,825-68.7% | $6,940-87.3% |