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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 | $29,733-73.9% | $56,025-86.1% | $80,959-90.4% |
| Participation rate | 97.7% | 41.7%+56.0pp | 52.5%+45.2pp | 67.7%+30.0pp |
| Annual return | 13.07% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,039 | $672+54.7% | $1,042-0.2% | $2,757-62.3% |
| Participant deferral / active EE | $1,687 | $1,229+37.2% | $1,955-13.7% | $4,300-60.8% |
| Admin fee / account holder | $1,508 | $2,434-38.0% | $2,828-46.7% | $6,925-78.2% |