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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 | $13,155 | $29,733-55.8% | $56,025-76.5% | $80,959-83.8% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 14.75% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,522 | $672+275.5% | $1,042+142.2% | $2,757-8.5% |
| Participant deferral / active EE | $1,593 | $1,229+29.6% | $1,955-18.5% | $4,300-63.0% |
| Admin fee / account holder | $1,014 | $2,434-58.3% | $2,828-64.1% | $6,925-85.4% |