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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 | $3,985 | $29,319-86.4% | $52,425-92.4% | $82,448-95.2% |
| Participation rate | 82.4% | 46.9%+35.5pp | 55.6%+26.7pp | 68.1%+14.3pp |
| Annual return | 20.01% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $409 | $586-30.3% | $914-55.3% | $2,551-84.0% |
| Participant deferral / active EE | $1,439 | $1,171+22.9% | $1,790-19.6% | $4,139-65.2% |
| Admin fee / account holder | $350 | $1,962-82.2% | $2,495-86.0% | $7,234-95.2% |