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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 | $7,760 | $29,716-73.9% | $56,077-86.2% | $80,925-90.4% |
| Participation rate | 97.7% | 41.7%+56.0pp | 52.5%+45.2pp | 67.7%+30.0pp |
| Annual return | 13.07% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,039 | $671+54.8% | $1,040-0.1% | $2,756-62.3% |
| Participant deferral / active EE | $1,687 | $1,228+37.3% | $1,954-13.7% | $4,299-60.8% |
| Admin fee / account holder | $1,508 | $2,432-38.0% | $2,825-46.6% | $6,940-78.3% |