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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 | $4,091 | $67,823-94.0% | $52,425-92.2% | $137,256-97.0% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 18.95% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,289 | $1,163+10.8% | $914+41.0% | $4,156-69.0% |
| Participant deferral / active EE | $1,417 | $2,288-38.1% | $1,790-20.9% | $6,407-77.9% |
| Admin fee / account holder | $2,340 | $2,844-17.7% | $2,495-6.2% | $12,270-80.9% |