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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 | $7,836 | $27,924-71.9% | $58,544-86.6% | $75,181-89.6% |
| Participation rate | 94.8% | 38.8%+56.0pp | 50.9%+44.0pp | 67.2%+27.6pp |
| Annual return | 15.42% | 44.20%-28.8pp | 4249.56%-4234.1pp | 160.69%-145.3pp |
| Employer contribution / active EE | $597 | $669-10.9% | $1,053-43.4% | $2,671-77.7% |
| Participant deferral / active EE | $1,583 | $1,202+31.7% | $1,923-17.7% | $4,126-61.6% |
| Admin fee / account holder | $1,270 | $1,726-26.4% | $2,520-49.6% | $5,650-77.5% |