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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 | $28,430 | $27,924+1.8% | $58,544-51.4% | $75,181-62.2% |
| Participation rate | 76.7% | 38.8%+37.8pp | 50.9%+25.8pp | 67.2%+9.5pp |
| Annual return | 18.99% | 44.20%-25.2pp | 4249.56%-4230.6pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,314 | $669+96.4% | $1,053+24.8% | $2,671-50.8% |
| Participant deferral / active EE | $2,972 | $1,202+147.3% | $1,923+54.6% | $4,126-28.0% |
| Admin fee / account holder | $574 | $1,726-66.7% | $2,520-77.2% | $5,650-89.8% |