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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 | $14,451 | $29,716-51.4% | $56,077-74.2% | $80,925-82.1% |
| Participation rate | 74.1% | 41.7%+32.4pp | 52.5%+21.6pp | 67.7%+6.4pp |
| Annual return | 10.87% | 35.30%-24.4pp | 1709.28%-1698.4pp | 35.65%-24.8pp |
| Employer contribution / active EE | $547 | $671-18.4% | $1,040-47.4% | $2,756-80.1% |
| Participant deferral / active EE | $768 | $1,228-37.5% | $1,954-60.7% | $4,299-82.1% |
| Admin fee / account holder | $328 | $2,432-86.5% | $2,825-88.4% | $6,940-95.3% |