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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 | $6,120 | $27,943-78.1% | $58,507-89.5% | $75,177-91.9% |
| Participation rate | 89.4% | 38.8%+50.5pp | 50.9%+38.5pp | 67.2%+22.2pp |
| Annual return | 20.97% | 44.22%-23.3pp | 4252.32%-4231.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $819 | $670+22.2% | $1,053-22.3% | $2,671-69.4% |
| Participant deferral / active EE | $1,771 | $1,202+47.3% | $1,922-7.9% | $4,126-57.1% |
| Admin fee / account holder | $940 | $1,727-45.6% | $2,486-62.2% | $5,651-83.4% |