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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 | $14,175 | $29,733-52.3% | $56,025-74.7% | $80,959-82.5% |
| Participation rate | 71.4% | 41.7%+29.7pp | 52.5%+18.9pp | 67.7%+3.8pp |
| Annual return | 21.96% | 35.28%-13.3pp | 1712.69%-1690.7pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,097 | $672+63.3% | $1,042+5.3% | $2,757-60.2% |
| Participant deferral / active EE | $2,778 | $1,229+126.0% | $1,955+42.1% | $4,300-35.4% |
| Admin fee / account holder | $1,363 | $2,434-44.0% | $2,828-51.8% | $6,925-80.3% |