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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 | $19,953 | $103,038-80.6% | $90,324-77.9% | $152,909-87.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 16.07% | 95.25%-79.2pp | 78.15%-62.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $500 | $3,141-84.1% | $2,856-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $1,681 | $4,282-60.8% | $3,885-56.7% | $5,851-71.3% |
| Admin fee / account holder | $1,559 | $6,177-74.8% | $5,356-70.9% | $11,601-86.6% |