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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 | $27,907 | $57,330-51.3% | $86,656-67.8% | $75,177-62.9% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 16.86% | 2675.40%-2658.5pp | 593.09%-576.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $796 | $2,316-65.6% | $3,025-73.7% | $2,671-70.2% |
| Participant deferral / active EE | $3,289 | $3,320-0.9% | $4,439-25.9% | $4,126-20.3% |
| Admin fee / account holder | $705 | $4,115-82.9% | $5,619-87.5% | $5,651-87.5% |