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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 | $29,009 | $29,733-2.4% | $56,025-48.2% | $80,959-64.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.20% | 35.28%-23.1pp | 1712.69%-1700.5pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,154 | $672+220.7% | $1,042+106.8% | $2,757-21.9% |
| Participant deferral / active EE | $2,670 | $1,229+117.2% | $1,955+36.6% | $4,300-37.9% |
| Admin fee / account holder | $1,409 | $2,434-42.1% | $2,828-50.2% | $6,925-79.7% |