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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 | $3,813 | $23,330-83.7% | $64,489-94.1% | $82,448-95.4% |
| Participation rate | 83.1% | 68.3%+14.8pp | 67.7%+15.4pp | 68.1%+15.0pp |
| Annual return | 18.14% | 83.66%-65.5pp | 55.03%-36.9pp | 41.64%-23.5pp |
| Employer contribution / active EE | $281 | $824-65.9% | $1,523-81.6% | $2,551-89.0% |
| Participant deferral / active EE | $1,541 | $1,707-9.7% | $2,778-44.5% | $4,139-62.8% |
| Admin fee / account holder | $970 | $2,946-67.1% | $4,260-77.2% | $7,234-86.6% |