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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 | $11,892 | $27,943-57.4% | $58,507-79.7% | $75,177-84.2% |
| Participation rate | 97.0% | 38.8%+58.1pp | 50.9%+46.1pp | 67.2%+29.8pp |
| Annual return | 21.01% | 44.22%-23.2pp | 4252.32%-4231.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $3,189 | $670+376.2% | $1,053+202.7% | $2,671+19.4% |
| Participant deferral / active EE | $1,496 | $1,202+24.5% | $1,922-22.2% | $4,126-63.7% |
| Admin fee / account holder | $580 | $1,727-66.4% | $2,486-76.7% | $5,651-89.7% |