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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 | $4,951 | $67,823-92.7% | $52,425-90.6% | $137,256-96.4% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 22.45% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,316 | $1,163+13.1% | $914+43.9% | $4,156-68.3% |
| Participant deferral / active EE | $3,941 | $2,288+72.3% | $1,790+120.1% | $6,407-38.5% |
| Admin fee / account holder | $1,459 | $2,844-48.7% | $2,495-41.5% | $12,270-88.1% |