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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 | $26,046 | $29,733-12.4% | $56,025-53.5% | $80,959-67.8% |
| Participation rate | 97.7% | 41.7%+56.0pp | 52.5%+45.2pp | 67.7%+30.0pp |
| Annual return | 14.28% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,108 | $672+362.7% | $1,042+198.4% | $2,757+12.7% |
| Participant deferral / active EE | $2,351 | $1,229+91.2% | $1,955+20.3% | $4,300-45.3% |
| Admin fee / account holder | $540 | $2,434-77.8% | $2,828-80.9% | $6,925-92.2% |