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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 | $2,155 | $28,624-92.5% | $53,647-96.0% | $82,637-97.4% |
| Participation rate | 87.1% | 47.3%+39.8pp | 56.3%+30.8pp | 68.1%+19.0pp |
| Annual return | 15.25% | 664.98%-649.7pp | 358.33%-343.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $662 | $1,196-44.7% | $1,813-63.5% | $4,126-84.0% |
| Admin fee / account holder | $972 | $2,022-51.9% | $2,460-60.5% | $7,339-86.8% |