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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 | $9,790 | $29,736-67.1% | $56,033-82.5% | $80,935-87.9% |
| Participation rate | 85.7% | 41.7%+44.0pp | 52.5%+33.2pp | 67.7%+18.1pp |
| Annual return | 15.13% | 35.28%-20.1pp | 1711.38%-1696.2pp | 35.66%-20.5pp |
| Employer contribution / active EE | $850 | $671+26.6% | $1,041-18.3% | $2,757-69.2% |
| Participant deferral / active EE | $1,948 | $1,228+58.6% | $1,954-0.3% | $4,299-54.7% |
| Admin fee / account holder | $949 | $2,434-61.0% | $2,827-66.4% | $6,924-86.3% |